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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.
Two different risks. One smart way to protect what matters most.
For a limited time, when you combine Term Life and Critical Illness Insurance, you may qualify for a discount on your CI premiums.
⏰ Offer ends December 31, 2025.
Message me if you’d like to learn more.
🌐 advisor.sunlife.ca/princess.b.dela.fuente
Terms, conditions, and exclusions apply.
For a limited time, when you combine Term Life and Critical Illness Insurance, you may qualify for a discount on your CI premiums.
⏰ Offer ends December 31, 2025.
Message me if you’d like to learn more.
🌐 advisor.sunlife.ca/princess.b.dela.fuente
Terms, conditions, and exclusions apply.
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As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.
Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.
Need help balancing your financial goals with holiday cheer? Let's chat!
#HolidayPrep #HealthyHolidays #SunLifeCanada
Have you been considering life insurance? Until December 31, Sun Life is offering savings worth 4 months of payments for your first year of coverage. Secure lifetime protection and big savings with this limited-time offer. Reach out and let’s discuss.
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
One of the biggest benefits of life insurance? Peace of mind. Plus, until December 31, I can help you save on your first year of coverage with Sun Life’s limited-time offer. Let’s connect and I can show you how.
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Term life insurance and critical illness insurance help protect against two very different risks.
💛 Term life insurance can support your loved ones financially if you pass away.
🩺 Critical illness insurance (CII) can support you if you’re diagnosed with a covered illness.
Alone, each is valuable. Together, they provide broader protection for your family, your lifestyle, and your savings.
⚡ Last chance: Until December 31, 2025, you can bundle and enjoy a discount!
When you combine both coverages, it could mean significant savings on your CII premiums.
Want to learn more?
🌐 Visit: advisor.sunlife.ca/princess.b.dela.fuente
🔹 Message me directly
🔹 Book an appointment
🔹 Or comment “INFO” below.
I’ll guide you through options that align with your needs and budget.
Terms, conditions and exclusions apply.
💛 Term life insurance can support your loved ones financially if you pass away.
🩺 Critical illness insurance (CII) can support you if you’re diagnosed with a covered illness.
Alone, each is valuable. Together, they provide broader protection for your family, your lifestyle, and your savings.
⚡ Last chance: Until December 31, 2025, you can bundle and enjoy a discount!
When you combine both coverages, it could mean significant savings on your CII premiums.
Want to learn more?
🌐 Visit: advisor.sunlife.ca/princess.b.dela.fuente
🔹 Message me directly
🔹 Book an appointment
🔹 Or comment “INFO” below.
I’ll guide you through options that align with your needs and budget.
Terms, conditions and exclusions apply.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Everything we work for is for the people we love. I protect my daughter, and I plan for the future that me and my husband are building together, because family deserves security and peace of mind.
If you are looking for clear guidance to help protect and secure your own family’s future, I am here to support you.
🌐 advisor.sunlife.ca/princess.b.dela.fuente
#FamilyFirst #PlanWithPrincess #ProfessionalTrustedGuidance #SunLifeCanada #SecuringFutures #WhyWePlan #SecurityForThoseWeLove #StabilityForFamilies
If you are looking for clear guidance to help protect and secure your own family’s future, I am here to support you.
🌐 advisor.sunlife.ca/princess.b.dela.fuente
#FamilyFirst #PlanWithPrincess #ProfessionalTrustedGuidance #SunLifeCanada #SecuringFutures #WhyWePlan #SecurityForThoseWeLove #StabilityForFamilies
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Every family deserves the right financial guidance. 🤝
I guide individuals and families in creating clear, personalized strategies for life, health, and investments — designed to secure your future and protect the people you love most.
If you’ve been meaning to organize your financial plans or explore your options, let’s create a plan that feels right for you and your family. 💛
📩 Message me if you’d like guidance on where to start — or visit my official Sun Life page below.
https://advisor.sunlife.ca/princess.b.dela.fuente/
#PlanWithPrincess #FinancialSecurity #RightGuidance #PersonalFinance #LifeandWealthPlanning #SunLifeCanada
I guide individuals and families in creating clear, personalized strategies for life, health, and investments — designed to secure your future and protect the people you love most.
If you’ve been meaning to organize your financial plans or explore your options, let’s create a plan that feels right for you and your family. 💛
📩 Message me if you’d like guidance on where to start — or visit my official Sun Life page below.
https://advisor.sunlife.ca/princess.b.dela.fuente/
#PlanWithPrincess #FinancialSecurity #RightGuidance #PersonalFinance #LifeandWealthPlanning #SunLifeCanada
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Every plan has a story. Every family deserves the right guidance. That’s what makes this work meaningful — knowing that every conversation today builds security for tomorrow.
Grateful to stand beside advisors who share the same mission: to provide the right guidance that empowers families for life.
If you’ve been meaning to start your own plan or get organized, you don’t have to figure it out alone — guidance makes all the difference. I’d be happy to guide you through it — one step at a time.
Learn more or book a quick chat here: advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeCanada #WomenInWealth #RightGuidance #FinancialWellness #PurposeDriven #PeaceOfMind #TrustedAdvisor
Grateful to stand beside advisors who share the same mission: to provide the right guidance that empowers families for life.
If you’ve been meaning to start your own plan or get organized, you don’t have to figure it out alone — guidance makes all the difference. I’d be happy to guide you through it — one step at a time.
Learn more or book a quick chat here: advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeCanada #WomenInWealth #RightGuidance #FinancialWellness #PurposeDriven #PeaceOfMind #TrustedAdvisor
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Have questions?
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