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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.
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Peace of mind is the real investment 💛
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Peace of mind is the real investment 💛
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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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
📍 Cranbrook, BC | Sun Life Learning Retreat 2025
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
📍 Cranbrook, BC | Sun Life Learning Retreat 2025
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
Planning your family’s future starts today.
Whether you are building your life in Canada or preparing for your family’s tomorrow, I can help you protect what matters most - your life, health, and savings.
Your dreams deserve protection 💛
I can help you with:
✔️ Life Insurance
✔️ Critical Illness Insurance
✔️ Mutual Funds
✔️ Personal Health Insurance
✔️ Investments
Let’s create a plan that gives you peace of mind and lasting financial security for you and your loved ones.
📩 Message me today or book a quick consultation to get started.
🌐 sunlife.ca/princess.b.dela.fuente
#PlanWithPrincess #SunLifeCanada #LifeInsurance #CriticalIllness #Investments #BuildWealth #ProtectYourFuture #PeaceOfMind
Whether you are building your life in Canada or preparing for your family’s tomorrow, I can help you protect what matters most - your life, health, and savings.
Your dreams deserve protection 💛
I can help you with:
✔️ Life Insurance
✔️ Critical Illness Insurance
✔️ Mutual Funds
✔️ Personal Health Insurance
✔️ Investments
Let’s create a plan that gives you peace of mind and lasting financial security for you and your loved ones.
📩 Message me today or book a quick consultation to get started.
🌐 sunlife.ca/princess.b.dela.fuente
#PlanWithPrincess #SunLifeCanada #LifeInsurance #CriticalIllness #Investments #BuildWealth #ProtectYourFuture #PeaceOfMind
Watch video
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
How do I get the right personal health insurance?
Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.
Learn more in this article.
Learn more in this article.
Did you know many families would face significant financial challenges if they suddenly lost their primary wage earner? Don't let your loved ones be caught unprepared. Ensure your family's financial security with proper life insurance coverage. Give yourself and your family peace of mind. Let's connect to review your #lifeinsurance plan because when it comes to your family's future, it's better to be safe than sorry.
#FinancialProtection #FamilySecurity #LifeInsuranceAwarenessMonth
#FinancialProtection #FamilySecurity #LifeInsuranceAwarenessMonth
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Financial security is power dressed in confidence. 💡
I once asked a client what financial security meant to her. She didn’t talk about numbers, policies, or investments. She said: “It’s the confidence that my kids will always have a home, food on the table, and the chance to chase their dreams, even if I’m not around.”
That conversation reminded me why I do what I do. Because every insurance or investment conversation is never just about money. It’s about someone trying to build a better future. And that’s what I honour.
Financial security is never just about numbers. It’s about people, their stories, and the futures they want for the ones they love most.
As a Financial Planner with Sun Life, I help families and business owners:
• Protect what matters today
• Grow what they’re building for tomorrow
• Create peace of mind that lasts a lifetime
Because financial security is power dressed in confidence, and it starts with one conversation.
📩 If you’d like to explore a clear and personalized plan, You can reach me here or through my Sun Life website:
https://advisor.sunlife.ca/princess.b.dela.fuente/.
#PlanWithPrincess #PeaceOfMind #WealthWithConfidence #FinancialPlanning #FamilyCenteredAdvice #PersonFinance #ProperProtection #RiskManagement#InvestmentManagement #FinancialAdvice
I once asked a client what financial security meant to her. She didn’t talk about numbers, policies, or investments. She said: “It’s the confidence that my kids will always have a home, food on the table, and the chance to chase their dreams, even if I’m not around.”
That conversation reminded me why I do what I do. Because every insurance or investment conversation is never just about money. It’s about someone trying to build a better future. And that’s what I honour.
Financial security is never just about numbers. It’s about people, their stories, and the futures they want for the ones they love most.
As a Financial Planner with Sun Life, I help families and business owners:
• Protect what matters today
• Grow what they’re building for tomorrow
• Create peace of mind that lasts a lifetime
Because financial security is power dressed in confidence, and it starts with one conversation.
📩 If you’d like to explore a clear and personalized plan, You can reach me here or through my Sun Life website:
https://advisor.sunlife.ca/princess.b.dela.fuente/.
#PlanWithPrincess #PeaceOfMind #WealthWithConfidence #FinancialPlanning #FamilyCenteredAdvice #PersonFinance #ProperProtection #RiskManagement#InvestmentManagement #FinancialAdvice
Financial security is power dressed in confidence. 💡
I once asked a client what financial security meant to her. She didn’t talk about numbers, policies, or investments. She said: “It’s the confidence that my kids will always have a home, food on the table, and the chance to chase their dreams, even if I’m not around.”
That conversation reminded me why I do what I do. Because every insurance or investment conversation is never just about money. It’s about someone trying to build a better future. And that’s what I honour.
Financial security is never just about numbers. It’s about people, their stories, and the futures they want for the ones they love most.
As a Financial Planner with Sun Life, I help families and business owners:
• Protect what matters today
• Grow what they’re building for tomorrow
• Create peace of mind that lasts a lifetime
Because financial security is power dressed in confidence, and it starts with one conversation.
📩 If you’d like to explore a clear and personalized plan, You can reach me here or through my Sun Life website:
https://advisor.sunlife.ca/princess.b.dela.fuente/.
#PlanWithPrincess #PeaceOfMind #WealthWithConfidence #FinancialPlanning #FamilyCenteredAdvice #PersonFinance #ProperProtection #RiskManagement#InvestmentManagement #FinancialAdvice
I once asked a client what financial security meant to her. She didn’t talk about numbers, policies, or investments. She said: “It’s the confidence that my kids will always have a home, food on the table, and the chance to chase their dreams, even if I’m not around.”
That conversation reminded me why I do what I do. Because every insurance or investment conversation is never just about money. It’s about someone trying to build a better future. And that’s what I honour.
Financial security is never just about numbers. It’s about people, their stories, and the futures they want for the ones they love most.
As a Financial Planner with Sun Life, I help families and business owners:
• Protect what matters today
• Grow what they’re building for tomorrow
• Create peace of mind that lasts a lifetime
Because financial security is power dressed in confidence, and it starts with one conversation.
📩 If you’d like to explore a clear and personalized plan, You can reach me here or through my Sun Life website:
https://advisor.sunlife.ca/princess.b.dela.fuente/.
#PlanWithPrincess #PeaceOfMind #WealthWithConfidence #FinancialPlanning #FamilyCenteredAdvice #PersonFinance #ProperProtection #RiskManagement#InvestmentManagement #FinancialAdvice
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