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Brighten lives with strategic giving

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/princess.b.dela.fuente
Sun Life expands further into Canadian wealth management | Investment Executive

Sun Life expands further into Canadian wealth management | Investment Executive

Check out Sun Life’s new investment dealer, Sun Life Canada Securities Inc., and the business’s journey in the Canadian financial landscape. Read the full story: https://www.investmentexecutive.com/brand-knowledge_/sun-life/sun-life-expands-further-into-canadian-wealth-management/
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.
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.

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