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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.
What would happen if a serious illness interrupted your ability to earn an income or manage your responsibilities?
Protecting your future means considering both the people who depend on you and your own financial wellbeing. For a limited time, secure 10% lower premiums when you bundle critical illness insurance with life insurance. * Get in touch before December 31, 2026, to explore if this offer is right for you. https://advisor.sunlife.ca/princess.b.dela.fuente/
*Terms and conditions apply
Protecting your future means considering both the people who depend on you and your own financial wellbeing. For a limited time, secure 10% lower premiums when you bundle critical illness insurance with life insurance. * Get in touch before December 31, 2026, to explore if this offer is right for you. https://advisor.sunlife.ca/princess.b.dela.fuente/
*Terms and conditions apply
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/princess.b.dela.fuente/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/princess.b.dela.fuente/
Canadian business owners are navigating a rapidly changing business environment. For many owners, that means building resilience is crucial to success.
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/princess.b.dela.fuente/
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/princess.b.dela.fuente/
The Business You Build Should Support the Life You Want.
What made the Immigrant Business Expo Calgary 2026 meaningful was not just the information shared, but the conversations, connections, and relationships built throughout the day.
Every business owner has a different story, different goals, and different challenges. Sometimes the most valuable thing is not having all the answers right away, but having the right people to talk to, the right questions to ask, and professional guidance to help you make informed decisions.
I’m grateful for the opportunity to meet immigrant entrepreneurs, small business owners, community partners, and families who are working hard to build something meaningful in Canada.
For me, financial planning is about understanding what matters most to you, what you are building, who depends on you, and helping you create a plan that supports the life and future you want.
Thank you to everyone who stopped by the Sun Life booth, shared your story, asked questions, and connected with me. These conversations are often where meaningful relationships begin. 💛
At the heart of what I do is helping people make confident financial decisions so they can protect what they have worked hard to build, create more choices for their families, and move toward the future they want.
Good financial planning is more than having a plan on paper. It is about having greater clarity, confidence, and choices for your business, your family, and your future.
Princess Dela Fuente, RRC®
Financial Planner, Sun Life
#ImmigrantBusinessExpo #CalgaryBusiness #SmallBusinessOwners #Entrepreneurs #FinancialPlanning #BusinessPlanning #CommunityConnections #Families #SunLife
What made the Immigrant Business Expo Calgary 2026 meaningful was not just the information shared, but the conversations, connections, and relationships built throughout the day.
Every business owner has a different story, different goals, and different challenges. Sometimes the most valuable thing is not having all the answers right away, but having the right people to talk to, the right questions to ask, and professional guidance to help you make informed decisions.
I’m grateful for the opportunity to meet immigrant entrepreneurs, small business owners, community partners, and families who are working hard to build something meaningful in Canada.
For me, financial planning is about understanding what matters most to you, what you are building, who depends on you, and helping you create a plan that supports the life and future you want.
Thank you to everyone who stopped by the Sun Life booth, shared your story, asked questions, and connected with me. These conversations are often where meaningful relationships begin. 💛
At the heart of what I do is helping people make confident financial decisions so they can protect what they have worked hard to build, create more choices for their families, and move toward the future they want.
Good financial planning is more than having a plan on paper. It is about having greater clarity, confidence, and choices for your business, your family, and your future.
Princess Dela Fuente, RRC®
Financial Planner, Sun Life
#ImmigrantBusinessExpo #CalgaryBusiness #SmallBusinessOwners #Entrepreneurs #FinancialPlanning #BusinessPlanning #CommunityConnections #Families #SunLife
Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
Building financial confidence doesn't always require dramatic changes.
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/princess.b.dela.fuente/
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/princess.b.dela.fuente/
You’re building a business. But what do you want it to make possible?
More security for your family?
A workplace where great people want to stay?
More choices with your money?
A future where your business can support you even when you’re no longer running it every day?
I’ll be at the Immigrant Business Expo Calgary 2026 connecting with entrepreneurs and business owners who want to think beyond simply growing revenue.
We can talk about:
• Protecting your income, family and business
• Attracting and retaining good employees through benefits
• Building wealth and exploring tax efficient savings and investment strategies
• Preparing for retirement, succession and what comes next
Every business and every family behind it is different. You don’t need to know exactly what solution you need before we talk.
Not sure where to start? Come say hello at the Sun Life booth and ask me one question. 😊
📅 October 3, 2026
🕙 10 a.m. to 4 p.m.
📍 Calgary Central Library, 800 3 Street SE
Princess Dela Fuente, RRC®
Financial Planner, Sun Life
#ImmigrantBusinessExpo #CalgaryBusiness #SmallBusinessOwners #Entrepreneurs #FinancialPlanning #BusinessPlanning #SunLife #CalgaryEvents
More security for your family?
A workplace where great people want to stay?
More choices with your money?
A future where your business can support you even when you’re no longer running it every day?
I’ll be at the Immigrant Business Expo Calgary 2026 connecting with entrepreneurs and business owners who want to think beyond simply growing revenue.
We can talk about:
• Protecting your income, family and business
• Attracting and retaining good employees through benefits
• Building wealth and exploring tax efficient savings and investment strategies
• Preparing for retirement, succession and what comes next
Every business and every family behind it is different. You don’t need to know exactly what solution you need before we talk.
Not sure where to start? Come say hello at the Sun Life booth and ask me one question. 😊
📅 October 3, 2026
🕙 10 a.m. to 4 p.m.
📍 Calgary Central Library, 800 3 Street SE
Princess Dela Fuente, RRC®
Financial Planner, Sun Life
#ImmigrantBusinessExpo #CalgaryBusiness #SmallBusinessOwners #Entrepreneurs #FinancialPlanning #BusinessPlanning #SunLife #CalgaryEvents
Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/princess.b.dela.fuente/
A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.
Fall is an ideal time to revisit your goals.
Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/princess.b.dela.fuente/
Investments are one part of a broader financial strategy.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.
Book a retirement roadmap session, and let's see where you stand.
Book a retirement roadmap session, and let's see where you stand.
If you could improve just one area of your business before the end of the year, what would it be?
💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning
Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/princess.b.dela.fuente/
💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning
Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/princess.b.dela.fuente/
Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/princess.b.dela.fuente/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/princess.b.dela.fuente/
September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/princess.b.dela.fuente/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/princess.b.dela.fuente/
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/princess.b.dela.fuente/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/princess.b.dela.fuente/
What is the one thing you would want protected if life changed tomorrow?
Most people would not answer that with a product. They would answer with a person, a plan, or a business they have spent years building.
Protecting the people, plans, and business you have worked hard to build starts with understanding your options. Whether you are protecting your family, preparing for the unexpected, building savings, planning for retirement, or growing a business, the right strategy should reflect your needs, priorities, and long-term goals.
For business owners, that can also mean planning for business continuity, protecting key people, and offering group benefits that support employees and strengthen your overall compensation package.
Not sure where to start? A conversation is a good first step. I’ll help you understand your options, identify what matters most, and guide you so you can make an informed decision that feels right for you.
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
Book a no-obligation consultation:
sunlife.ca/princess.b.dela.fuente
#SunLife #FinancialPlanning #ProtectWhatMatters #LifeInsurance #GroupBenefits #SmallBusinessOwners #BusinessPlanning #RetirementPlanning
Most people would not answer that with a product. They would answer with a person, a plan, or a business they have spent years building.
Protecting the people, plans, and business you have worked hard to build starts with understanding your options. Whether you are protecting your family, preparing for the unexpected, building savings, planning for retirement, or growing a business, the right strategy should reflect your needs, priorities, and long-term goals.
For business owners, that can also mean planning for business continuity, protecting key people, and offering group benefits that support employees and strengthen your overall compensation package.
Not sure where to start? A conversation is a good first step. I’ll help you understand your options, identify what matters most, and guide you so you can make an informed decision that feels right for you.
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
Book a no-obligation consultation:
sunlife.ca/princess.b.dela.fuente
#SunLife #FinancialPlanning #ProtectWhatMatters #LifeInsurance #GroupBenefits #SmallBusinessOwners #BusinessPlanning #RetirementPlanning
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/princess.b.dela.fuente/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/princess.b.dela.fuente/
Went on stage to introduce Sun Life. Left with a song number. Very Filipino. 🇵🇭
I was glad to join our Sun Life Greater Calgary leadership team this weekend to support recruitment within the Filipino Canadian community and share my experience as an advisor. So many good conversations with kababayan who are quietly building something here for their families.
And in between it all, lunch with my own family. This career gives me both, and that is what I want more kababayan to know.
Thank you Daniel, Kayo, and our leadership team for the opportunity to contribute.
Mabuhay! 🇨🇦🇵🇭
#SunLife #SunLifeCanada #FilipinoCanadian #FilipinoCommunity #CareerWithMore #FinancialAdvisor #FamilyFirst
I was glad to join our Sun Life Greater Calgary leadership team this weekend to support recruitment within the Filipino Canadian community and share my experience as an advisor. So many good conversations with kababayan who are quietly building something here for their families.
And in between it all, lunch with my own family. This career gives me both, and that is what I want more kababayan to know.
Thank you Daniel, Kayo, and our leadership team for the opportunity to contribute.
Mabuhay! 🇨🇦🇵🇭
#SunLife #SunLifeCanada #FilipinoCanadian #FilipinoCommunity #CareerWithMore #FinancialAdvisor #FamilyFirst
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