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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Retirement planning for business owners
You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
Worried about volatile markets? Here are 4 questions to ask your financial advisor
Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
How To Make Your Money Last For Generations
https://sunlife.co/make-your-money-last-for-generations
Self-employed? Here’s how to manage your taxes
A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.
Who are individual pension plans for and how do they work?
Are you a business owner or executive looking for ways to save for retirement? The answers to 5 questions can help you decide if an individual pension plan is...
Estate planning and charitable giving
Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
Budget calculator
Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
5 Good Lessons from Bad Bosses
Seventy-five percent of employees report their immediate boss as the worst part of their job. Here's what you can learn from that experience.
7 Easy Tips for Halloween Healthy Eating
It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on...
Advice | Discussing inheritances with loved ones now more important than ever: experts
When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list....
Being an executor can be time-consuming and expensive at a time of great grief
If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.
During a Recession, Entrepreneurs Are in the Driver's Seat
Waiting for the nation’s financial health to improve before you focus on your financial health is folly. You are the one with the power to change your...
8 Everyday Health and Wellness Habits Linked With a Longer Life
The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood...
Ethical Investing Vs ESG Investing: What’s the difference?
These days, investing isn’t just about returns. Many investors want to invest in companies that are committed to a better world. Learn about ethical and ESG...
Looking to Cut Costs? These Are 5 of the Best Items to Buy Used
There are good deals to be had when buying used items, so long as you know what to look for and stick to some perennial items that never go out of style.
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