Stay informed
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.
Canadians want a ‘more personal relationship’ with financial institutions amid financial stress: Survey
Canadians want a ‘more personal relationship’ with financial institutions amid financial stress
Former Bank of Canada official Paul Beaudry sees jumbo rate cut in October
Former Bank of Canada official Paul Beaudry sees jumbo rate cut in October
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
RRIF: Registered Retirement Income Fund
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
5 steps to choosing a guardian for your children
Here are some helpful tips when selecting a guardian for your children:
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
Inflation and interest have weighed on Canadians’ purchasing power since 2022: PBO report
Inflation and interest have weighed on Canadians’ purchasing power since 2022: PBO report
Got travel plans? Don’t forget health insurance
Six weeks of gentle health warnings on a recent vacation have convinced me to buy supplementary health insurance.
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....
7 life insurance mistakes to avoid
Are you wondering about life insurance mistakes to avoid? A Sun Life advisor shares 7 common mistakes. Visit sunlife.ca to learn more.
Financial advice for Millennials: here’s how an advisor can help
If you’re between 25 and 40 years old, you need to read this article on age and finances.
What is ESG and is it a good option for your portfolio?
Do you want to grow your money and invest in a sustainable future? You can do both with investment options that use ESG factors. Here’s how it works....
Top 7 Finance Tips for New Grads
Congratulations! You made it through your degree. But now what? Don’t stress—here are our top tips for managing your finances after graduation.
Canadians increasing budget or delaying car purchases amid high prices: Survey - BNN Bloomberg
High prices and wait times have Canadians rethinking their car buying plans, a new survey says.
How much does it cost to sell your house?
If you’re ready to sell your house and move, be sure to budget for the costs involved. Find out what you can expect to pay when you’re selling your home.
How to cope with financial stress
Are you worried about money? Financial stress can affect your mental health A psychologist and Sun Life advisor share how you can regain control over your...
10 questions about life insurance you’re afraid to ask
Does talking about life insurance make you feel uncomfortable? We ask and answer the top (and sometimes awkward) questions about life insurance. Read on to...
PayPal is about to start charging Canadian users an 'inactivity' fee. Here's how to avoid it
Online payment system PayPal is about to start charging its Canadian users a fee on accounts that have not been used within a 12-month period....
Everything you need to know about the new travel rules coming into effect Sept. 7
Canada will allow fully vaccinated international travellers who meet entry conditions admittance into Canada for non-essential purposes, such as tourism...
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.