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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.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
#EducationSavings #RESPTips
#EducationSavings #RESPTips
Protect Your Loved Ones and Grow Your Wealth With Proper Guidance ☀️
I work with individuals and families who want clarity and guidance in life and health insurance, investments, wealth management, and long term financial planning.
As a Filipino advisor, I understand how deeply we value family, financial stability, and preparing for the future because these values matter to me as well.
I am a Sun Life Advisor with over 9 years of experience in financial services and hold the Registered Retirement Consultant designation. I hold diplomas in Core and Advanced Financial Planning and am licensed in Life, Health, Accident, and Sickness Insurance, as well as Mutual Fund Investments. I have completed the Canadian Securities Course and FP Canada Professional Ethics, hold an Advanced Certificate in 3H Financial Planning, and am currently pursuing the Certified Financial Planner designation.
If you have been thinking about reviewing your coverage or organizing your financial plans, I would be happy to guide you through where to start.
📩 Message me if you would like to have a conversation
🌐 advisor.sunlife.ca/princess.b.dela.fuente
Princess Dela Fuente, RRC®️
Sun Life Advisor
📍 Based in Alberta Serving Alberta, Ontario, and British Columbia 🇨🇦
#PlanWithPrincess #SunLifeCanada #ProfessionalFinancialGuidance #LifeAndWealthManagement #TrustedAdvisor
I work with individuals and families who want clarity and guidance in life and health insurance, investments, wealth management, and long term financial planning.
As a Filipino advisor, I understand how deeply we value family, financial stability, and preparing for the future because these values matter to me as well.
I am a Sun Life Advisor with over 9 years of experience in financial services and hold the Registered Retirement Consultant designation. I hold diplomas in Core and Advanced Financial Planning and am licensed in Life, Health, Accident, and Sickness Insurance, as well as Mutual Fund Investments. I have completed the Canadian Securities Course and FP Canada Professional Ethics, hold an Advanced Certificate in 3H Financial Planning, and am currently pursuing the Certified Financial Planner designation.
If you have been thinking about reviewing your coverage or organizing your financial plans, I would be happy to guide you through where to start.
📩 Message me if you would like to have a conversation
🌐 advisor.sunlife.ca/princess.b.dela.fuente
Princess Dela Fuente, RRC®️
Sun Life Advisor
📍 Based in Alberta Serving Alberta, Ontario, and British Columbia 🇨🇦
#PlanWithPrincess #SunLifeCanada #ProfessionalFinancialGuidance #LifeAndWealthManagement #TrustedAdvisor
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Selected among 16 advisors across Canada for the Advisor Accelerator Program at Sun Life’s Waterloo Head Office.
Committed to continuous growth, professional integrity, and providing trusted guidance at every stage of life.
Princess Dela Fuente, RRC®️
Advisor, Sun Life
https://advisor.sunlife.ca/princess.b.dela.fuente/about/
Committed to continuous growth, professional integrity, and providing trusted guidance at every stage of life.
Princess Dela Fuente, RRC®️
Advisor, Sun Life
https://advisor.sunlife.ca/princess.b.dela.fuente/about/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/princess.b.dela.fuente
https://advisor.sunlife.ca/princess.b.dela.fuente
On my way to Waterloo, Ontario for Sun Life Advisor Accelerator. Grateful for the opportunity to continue learning and growing. #SunLife #AdvisorAccelerator #ContinuousLearning
https://advisor.sunlife.ca/princess.b.dela.fuente/
https://advisor.sunlife.ca/princess.b.dela.fuente/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/princess.b.dela.fuente
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/princess.b.dela.fuente
https://advisor.sunlife.ca/princess.b.dela.fuente
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/princess.b.dela.fuente
https://advisor.sunlife.ca/princess.b.dela.fuente
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/princess.b.dela.fuente
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/princess.b.dela.fuente
https://advisor.sunlife.ca/princess.b.dela.fuente
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/princess.b.dela.fuente
https://advisor.sunlife.ca/princess.b.dela.fuente
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/princess.b.dela.fuente
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/princess.b.dela.fuente
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Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/princess.b.dela.fuente
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/princess.b.dela.fuente
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
May your holidays be merry and your new year be filled with family, happiness, and financial confidence. Wishing you continued good health and peace of mind in the year ahead.
Watch video
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/princess.b.dela.fuente
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/princess.b.dela.fuente
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.