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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.
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/princess.b.dela.fuente
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/princess.b.dela.fuente
#CanadianBusiness #TaxPlanning #IncomeTaxes
From trail runs in the Philippines to building a life in Canada.
2017 — long runs under the sun, fresh air, and simple joys. Miles on the trail, and puppy love. 🐶✨
Today — living with growth, purpose, and a life I’m proud of…now with even more reason behind it. 🤍
Different season… same heart.
Because the truth is—
the habits we build early on don’t just shape our lifestyle…
they shape our future.
And just like running,
you don’t wait until the last stretch to prepare.
It’s the small, consistent steps
that make the biggest difference over time.
If you’re someone who wants to be more intentional
with your future and your finances,
I’m always here to guide you.
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
2017 — long runs under the sun, fresh air, and simple joys. Miles on the trail, and puppy love. 🐶✨
Today — living with growth, purpose, and a life I’m proud of…now with even more reason behind it. 🤍
Different season… same heart.
Because the truth is—
the habits we build early on don’t just shape our lifestyle…
they shape our future.
And just like running,
you don’t wait until the last stretch to prepare.
It’s the small, consistent steps
that make the biggest difference over time.
If you’re someone who wants to be more intentional
with your future and your finances,
I’m always here to guide you.
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
From trail runs in the Philippines to building a life in Canada.
2017 — chasing kilometers, sunshine, and simple joys.
10km runs, fresh air, and puppy love. 🐶✨
Today — still chasing growth, purpose, and a life I’m proud of…
now with even more reason behind it. 🤍
Different season… same heart.
Because the truth is—
the habits we build early on don’t just shape our lifestyle…
they shape our future.
And just like running,
you don’t wait until the last stretch to prepare.
It’s the small, consistent steps
that make the biggest difference over time.
If you’re someone who wants to be more intentional
with your future and your finances,
I’m always here to guide you.
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
2017 — chasing kilometers, sunshine, and simple joys.
10km runs, fresh air, and puppy love. 🐶✨
Today — still chasing growth, purpose, and a life I’m proud of…
now with even more reason behind it. 🤍
Different season… same heart.
Because the truth is—
the habits we build early on don’t just shape our lifestyle…
they shape our future.
And just like running,
you don’t wait until the last stretch to prepare.
It’s the small, consistent steps
that make the biggest difference over time.
If you’re someone who wants to be more intentional
with your future and your finances,
I’m always here to guide you.
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeOnePlan
#SunLifeOnePlan
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/princess.b.dela.fuente
https://advisor.sunlife.ca/princess.b.dela.fuente
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
We help you align strategies to your goals and your comfort level with market volatility.
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/princess.b.dela.fuente
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/princess.b.dela.fuente
A quiet moment by the ocean with a powerful reminder from Start With Why.
In financial planning, it is easy to focus on numbers. Income, investments, insurance, retirement.
But the real starting point is why.
Why do you work hard every day?
Why do you save and invest?
Why do you want to protect your family’s future?
For many of the individuals and families I work with, the answer is simple. Security, peace of mind, and a better life for the people they love.
When financial decisions are guided by purpose, every plan becomes clearer and more meaningful.
That is the kind of planning I believe in.
Helping individuals, families, and business owners build lasting financial security and peace of mind through thoughtful long term planning.
What is your “why”?
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
#FinancialPlanning
#StartWithWhy
#FinancialSecurity
#PlanWithPurpose
#PlanWithPrincess
#SunLifeAdvisor
In financial planning, it is easy to focus on numbers. Income, investments, insurance, retirement.
But the real starting point is why.
Why do you work hard every day?
Why do you save and invest?
Why do you want to protect your family’s future?
For many of the individuals and families I work with, the answer is simple. Security, peace of mind, and a better life for the people they love.
When financial decisions are guided by purpose, every plan becomes clearer and more meaningful.
That is the kind of planning I believe in.
Helping individuals, families, and business owners build lasting financial security and peace of mind through thoughtful long term planning.
What is your “why”?
Princess Dela Fuente, RRC®️
Financial Planner, Sun Life
#FinancialPlanning
#StartWithWhy
#FinancialSecurity
#PlanWithPurpose
#PlanWithPrincess
#SunLifeAdvisor
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.
#RetirementStrategy #Retirement #SunLife
#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeOnePlan
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeOnePlan
Throwback to this triathlon finish line moment.
Sports have taught me discipline, resilience, and the determination to keep going even when things get challenging.
Strength is not just about finishing a race, but about showing up every day with courage and purpose.
These are the same qualities I see in so many incredible women as they balance family, career, and their dreams.
Today we celebrate the strength, courage, and impact of women everywhere.
Happy International Women’s Day. 🫰
#InternationalWomensDay
#WomenSupportWomen
#StrongWomen
#WomenWhoInspire
Sports have taught me discipline, resilience, and the determination to keep going even when things get challenging.
Strength is not just about finishing a race, but about showing up every day with courage and purpose.
These are the same qualities I see in so many incredible women as they balance family, career, and their dreams.
Today we celebrate the strength, courage, and impact of women everywhere.
Happy International Women’s Day. 🫰
#InternationalWomensDay
#WomenSupportWomen
#StrongWomen
#WomenWhoInspire
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
As proud partners and lifelong fans of the Toronto Raptors, we know every great play starts with a solid game plan – on and off the court.
Let’s go Raptors!
Let’s go Raptors!
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/princess.b.dela.fuente
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/princess.b.dela.fuente
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/princess.b.dela.fuente
For the people cheering you on every day, protect their future with the ultimate defence: life insurance.
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.