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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.
Join us on March 13 for WOMEN IN WEALTH MANAGEMENT networking event! Please scan the QR code to register.
Watch the video here: https://lnkd.in/es3MdyPp
Watch the video here: https://lnkd.in/es3MdyPp
Join us on March 13 for WOMEN IN WEALTH MANAGEMENT networking event! Please scan the QR code to register.
Watch the video here: https://lnkd.in/es3MdyPp
Watch the video here: https://lnkd.in/es3MdyPp
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
Sun Life’s AGM was a great reminder of why I do what I do—helping families achieve financial security. Committed to growth, learning, and always putting my clients first. Excited for another year of helping families secure their future with the right financial plans! #ClientFirst #SunLife #PartnerRight #FinancialSecurity #ProtectingFamilies #WealthBuilding #GrowingWealth
Sun Life’s AGM was a great reminder of why I do what I do—helping families achieve financial security. Committed to growth, learning, and always putting my clients first. Excited for another year of helping families secure their future with the right financial plans! #ClientFirst #SunLife #PartnerRight #FinancialSecurity #ProtectingFamilies #WealthBuilding #GrowingWealth
Sun Life’s AGM was a great reminder of why I do what I do—helping families achieve financial security. Committed to growth, learning, and always putting my clients first. Excited for another year of helping families secure their future with the right financial plans! #ClientFirst #SunLife #PartnerRight #FinancialSecurity #ProtectingFamilies #WealthBuilding #GrowingWealth
Sun Life’s AGM was a great reminder of why I do what I do—helping families achieve financial security. Committed to growth, learning, and always putting my clients first. Excited for another year of helping families secure their future with the right financial plans! #ClientFirst #SunLife #PartnerRight #FinancialSecurity #ProtectingFamilies #WealthBuilding #GrowingWealth
Sun Life’s AGM was a great reminder of why I do what I do—helping families achieve financial security. Committed to growth, learning, and always putting my clients first. Excited for another year of helping families secure their future with the right financial plans! #ClientFirst #SunLife #PartnerRight #FinancialSecurity #ProtectingFamilies #WealthBuilding #GrowingWealth
Sun Life’s AGM was a great reminder of why I do what I do—helping families achieve financial security. Committed to growth, learning, and always putting my clients first. Excited for another year of helping families secure their future with the right financial plans! #ClientFirst #SunLife #PartnerRight #FinancialSecurity #ProtectingFamilies #WealthBuilding #GrowingWealth
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
📅 Mark your calendars! The RRSP contribution deadline is March 3.
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
💡 Tips:
• Check your contribution room
• Set up automatic contributions
• Explore investment options
Contact me and let's help make sure you're on track for a secure financial future.
#RRSPDeadline #TaxPlanning
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
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.
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.
With over 9 years of experience in the financial services industry, I’m proud to be the trusted partner who works with you to:
✨ Protect Your Family and What Matters Most
✨ Build and Grow Your Wealth
✨ Secure Your Financial Future
Already have insurance and investments? That’s great! But are you confident they’re still the right insurance for you and your family? And are your investments working as effectively as they could be?
Let’s review and strengthen your plans so they align with your goals and provide the peace of mind you deserve.💡
Whether you’re just starting out or enhancing your current strategy, I’ll walk alongside you every step of the way—offering clarity and a personalized approach to secure your financial success.
📅 Book your complimentary 20-minute consultation today and take the next step with a partner who’s just as invested in your future as you are.
#SunLifeAdvisor #FinancialSecurity #WealthManagement #Insurance #Investments #WealthBuilding #PartnerRight
✨ Protect Your Family and What Matters Most
✨ Build and Grow Your Wealth
✨ Secure Your Financial Future
Already have insurance and investments? That’s great! But are you confident they’re still the right insurance for you and your family? And are your investments working as effectively as they could be?
Let’s review and strengthen your plans so they align with your goals and provide the peace of mind you deserve.💡
Whether you’re just starting out or enhancing your current strategy, I’ll walk alongside you every step of the way—offering clarity and a personalized approach to secure your financial success.
📅 Book your complimentary 20-minute consultation today and take the next step with a partner who’s just as invested in your future as you are.
#SunLifeAdvisor #FinancialSecurity #WealthManagement #Insurance #Investments #WealthBuilding #PartnerRight
With over 9 years of experience in the financial services industry, I’m proud to be the trusted partner who works with you to:
✨ Protect Your Family and What Matters Most
✨ Build and Grow Your Wealth
✨ Secure Your Financial Future
Already have insurance and investments? That’s great! But are you confident they’re still the right insurance for you and your family? And are your investments working as effectively as they could be?
Let’s review and strengthen your plans so they align with your goals and provide the peace of mind you deserve.💡
Whether you’re just starting out or enhancing your current strategy, I’ll walk alongside you every step of the way—offering clarity and a personalized approach to secure your financial success.
📅 Book your complimentary 20-minute consultation today and take the next step with a partner who’s just as invested in your future as you are.
#SunLifeAdvisor #FinancialSecurity #WealthManagement #Insurance #Investments #WealthBuilding #PartnerRight
✨ Protect Your Family and What Matters Most
✨ Build and Grow Your Wealth
✨ Secure Your Financial Future
Already have insurance and investments? That’s great! But are you confident they’re still the right insurance for you and your family? And are your investments working as effectively as they could be?
Let’s review and strengthen your plans so they align with your goals and provide the peace of mind you deserve.💡
Whether you’re just starting out or enhancing your current strategy, I’ll walk alongside you every step of the way—offering clarity and a personalized approach to secure your financial success.
📅 Book your complimentary 20-minute consultation today and take the next step with a partner who’s just as invested in your future as you are.
#SunLifeAdvisor #FinancialSecurity #WealthManagement #Insurance #Investments #WealthBuilding #PartnerRight
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/princess.b.dela.fuente/
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/princess.b.dela.fuente/
Guiding you to reach your life, health, and wealth goals with a personalized plan that's right for you. Together, we'll build a secure financial future and protect what matters most to you. Connect with me today - it all starts with a conversation. #PartnerRightwithSunLife
Guiding you to reach your life, health, and wealth goals with a personalized plan that's right for you. Together, we'll build a secure financial future and protect what matters most to you. Connect with me today - it all starts with a conversation. #PartnerRightwithSunLife
Optimize your RRSP and TFSA with Sun Life One Plan.
Sun Life One Plan helps you build a detailed roadmap that applies tax-efficient strategies to grow your assets.
Book a consultation with me today to create your personalized plan to help reach your financial goals.
#SunLifeOnePlan #FinancialStrategy
Transcript: Take one small step to build one holistic financial roadmap in one place. Sun Life One Plan. Book a consultation today.
Sun Life One Plan helps you build a detailed roadmap that applies tax-efficient strategies to grow your assets.
Book a consultation with me today to create your personalized plan to help reach your financial goals.
#SunLifeOnePlan #FinancialStrategy
Transcript: Take one small step to build one holistic financial roadmap in one place. Sun Life One Plan. Book a consultation today.
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Help give your children or grandchildren a secure financial future. Let's talk about how participating life insurance can be a great option for kids.
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Tax Tips to optimize savings –Non-registered accounts
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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