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Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
FREE WEBINAR 🚨
Recognizing the Shift: Why having a value disciplined approach is essential for today’s extended market on Wednesday, October 15 at 12 p.m. ET.
In this timely discussion, Robert Taylor, Senior VP & CIO at Canoe Financial will share his thoughts on:
-Shifting market trends
-How to capitalize on undervalued opportunities beyond mega-cap stocks
-The importance of active management in today's uncertain climate
Don't miss this chance to gain valuable insights for your investment strategy.
Register here 👉 https://sunlife.zoom.us/webinar/register/5317571003068/WN_cc9QnWV1SXWBcTaDJUaUZg#/registration
Recognizing the Shift: Why having a value disciplined approach is essential for today’s extended market on Wednesday, October 15 at 12 p.m. ET.
In this timely discussion, Robert Taylor, Senior VP & CIO at Canoe Financial will share his thoughts on:
-Shifting market trends
-How to capitalize on undervalued opportunities beyond mega-cap stocks
-The importance of active management in today's uncertain climate
Don't miss this chance to gain valuable insights for your investment strategy.
Register here 👉 https://sunlife.zoom.us/webinar/register/5317571003068/WN_cc9QnWV1SXWBcTaDJUaUZg#/registration
FREE WEBINAR 🚨
Recognizing the Shift: Why having a value disciplined approach is essential for today’s extended market on Wednesday, October 15 at 12 p.m. ET.
In this timely discussion, Robert Taylor, Senior VP & CIO at Canoe Financial will share his thoughts on:
-Shifting market trends
-How to capitalize on undervalued opportunities beyond mega-cap stocks
-The importance of active management in today's uncertain climate
Don't miss this chance to gain valuable insights for your investment strategy.
Register here 👉 https://sunlife.zoom.us/webinar/register/5317571003068/WN_cc9QnWV1SXWBcTaDJUaUZg#/registration
Recognizing the Shift: Why having a value disciplined approach is essential for today’s extended market on Wednesday, October 15 at 12 p.m. ET.
In this timely discussion, Robert Taylor, Senior VP & CIO at Canoe Financial will share his thoughts on:
-Shifting market trends
-How to capitalize on undervalued opportunities beyond mega-cap stocks
-The importance of active management in today's uncertain climate
Don't miss this chance to gain valuable insights for your investment strategy.
Register here 👉 https://sunlife.zoom.us/webinar/register/5317571003068/WN_cc9QnWV1SXWBcTaDJUaUZg#/registration
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 the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.