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🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.

What’s the difference between good debt and bad debt?
What’s the difference between good debt and bad debt?

It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.

Four tax-saving moves that must be made before year’s end: Dale Jackson
Four tax-saving moves that must be made before year’s end

Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/preeti.venugopal/

The new 2025 CRA numbers: tax brackets, CPP, RRSP and TFSA limits, and more
The new 2025 CRA numbers: tax brackets, CPP, RRSP and TFSA limits, and more

What the Bank of Canada's jumbo rate cut says about the economy — and what will happen next
What the Bank of Canada's jumbo rate cut says about the economy — and what will happen next

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.

Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

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