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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.
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Every family deserves the right financial guidance. 🤝
I guide individuals and families in creating clear, personalized strategies for life, health, and investments — designed to secure your future and protect the people you love most.
If you’ve been meaning to organize your financial plans or explore your options, let’s create a plan that feels right for you and your family. 💛
📩 Message me if you’d like guidance on where to start — or visit my official Sun Life page below.
https://advisor.sunlife.ca/princess.b.dela.fuente/
#PlanWithPrincess #FinancialSecurity #RightGuidance #PersonalFinance #LifeandWealthPlanning #SunLifeCanada
I guide individuals and families in creating clear, personalized strategies for life, health, and investments — designed to secure your future and protect the people you love most.
If you’ve been meaning to organize your financial plans or explore your options, let’s create a plan that feels right for you and your family. 💛
📩 Message me if you’d like guidance on where to start — or visit my official Sun Life page below.
https://advisor.sunlife.ca/princess.b.dela.fuente/
#PlanWithPrincess #FinancialSecurity #RightGuidance #PersonalFinance #LifeandWealthPlanning #SunLifeCanada
Every family deserves the right financial guidance. 🤝
I guide individuals and families in creating clear, personalized strategies for life, health, and investments — designed to secure your future and protect the people you love most.
If you’ve been meaning to organize your financial plans or explore your options, let’s create a plan that feels right for you and your family. 💛
📩 Message me if you’d like guidance on where to start — or visit my official Sun Life page below.
https://advisor.sunlife.ca/princess.b.dela.fuente/
#PlanWithPrincess #FinancialSecurity #RightGuidance #PersonalFinance #LifeandWealthPlanning #SunLifeCanada
I guide individuals and families in creating clear, personalized strategies for life, health, and investments — designed to secure your future and protect the people you love most.
If you’ve been meaning to organize your financial plans or explore your options, let’s create a plan that feels right for you and your family. 💛
📩 Message me if you’d like guidance on where to start — or visit my official Sun Life page below.
https://advisor.sunlife.ca/princess.b.dela.fuente/
#PlanWithPrincess #FinancialSecurity #RightGuidance #PersonalFinance #LifeandWealthPlanning #SunLifeCanada
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Every plan has a story. Every family deserves the right guidance. That’s what makes this work meaningful — knowing that every conversation today builds security for tomorrow.
Grateful to stand beside advisors who share the same mission: to provide the right guidance that empowers families for life.
If you’ve been meaning to start your own plan or get organized, you don’t have to figure it out alone — guidance makes all the difference. I’d be happy to guide you through it — one step at a time.
Learn more or book a quick chat here: advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeCanada #WomenInWealth #RightGuidance #FinancialWellness #PurposeDriven #PeaceOfMind #TrustedAdvisor
Grateful to stand beside advisors who share the same mission: to provide the right guidance that empowers families for life.
If you’ve been meaning to start your own plan or get organized, you don’t have to figure it out alone — guidance makes all the difference. I’d be happy to guide you through it — one step at a time.
Learn more or book a quick chat here: advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeCanada #WomenInWealth #RightGuidance #FinancialWellness #PurposeDriven #PeaceOfMind #TrustedAdvisor
Every plan has a story. Every family deserves the right guidance. That’s what makes this work meaningful — knowing that every conversation today builds security for tomorrow.
Grateful to stand beside advisors who share the same mission: to provide the right guidance that empowers families for life.
If you’ve been meaning to start your own plan or get organized, you don’t have to figure it out alone — guidance makes all the difference. I’d be happy to guide you through it — one step at a time.
Learn more or book a quick chat here: advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeCanada #WomenInWealth #RightGuidance #FinancialWellness #PurposeDriven #PeaceOfMind #TrustedAdvisor
Grateful to stand beside advisors who share the same mission: to provide the right guidance that empowers families for life.
If you’ve been meaning to start your own plan or get organized, you don’t have to figure it out alone — guidance makes all the difference. I’d be happy to guide you through it — one step at a time.
Learn more or book a quick chat here: advisor.sunlife.ca/princess.b.dela.fuente
#SunLifeCanada #WomenInWealth #RightGuidance #FinancialWellness #PurposeDriven #PeaceOfMind #TrustedAdvisor
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
A quiet reminder from nature…🌿
Nature has a way of showing us what truly matters — peace, family, and balance.
Financial planning, at its heart, is simply about protecting those things.
#MindfulLiving #PlanWithPrincess #PeaceOfMind #FamilyMatters
Nature has a way of showing us what truly matters — peace, family, and balance.
Financial planning, at its heart, is simply about protecting those things.
#MindfulLiving #PlanWithPrincess #PeaceOfMind #FamilyMatters
A quiet reminder from nature…🌿
Nature has a way of showing us what truly matters — peace, family, and balance.
Financial planning, at its heart, is simply about protecting those things.
#MindfulLiving #PlanWithPrincess #PeaceOfMind #FamilyMatters
Nature has a way of showing us what truly matters — peace, family, and balance.
Financial planning, at its heart, is simply about protecting those things.
#MindfulLiving #PlanWithPrincess #PeaceOfMind #FamilyMatters
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Peace of mind is the real investment 💛
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Peace of mind is the real investment 💛
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Grace and gratitude this Sunday morning 🙏
#SimpleJoys #MindfulLiving
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
📍 Cranbrook, BC | Sun Life Learning Retreat 2025
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
📍 Cranbrook, BC | Sun Life Learning Retreat 2025
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
Learning never stops, especially when you grow with purpose as a professional and as a parent. 🌿
Grateful for moments of reflection, connection, and inspiration to keep serving with heart. 💛
#SunLifeLearningRetreat #PlanWithPrincess #SunLifeCanada #LearningWithPurpose #WealthPlanning
Planning your family’s future starts today.
Whether you are building your life in Canada or preparing for your family’s tomorrow, I can help you protect what matters most - your life, health, and savings.
Your dreams deserve protection 💛
I can help you with:
✔️ Life Insurance
✔️ Critical Illness Insurance
✔️ Mutual Funds
✔️ Personal Health Insurance
✔️ Investments
Let’s create a plan that gives you peace of mind and lasting financial security for you and your loved ones.
📩 Message me today or book a quick consultation to get started.
🌐 sunlife.ca/princess.b.dela.fuente
#PlanWithPrincess #SunLifeCanada #LifeInsurance #CriticalIllness #Investments #BuildWealth #ProtectYourFuture #PeaceOfMind
Whether you are building your life in Canada or preparing for your family’s tomorrow, I can help you protect what matters most - your life, health, and savings.
Your dreams deserve protection 💛
I can help you with:
✔️ Life Insurance
✔️ Critical Illness Insurance
✔️ Mutual Funds
✔️ Personal Health Insurance
✔️ Investments
Let’s create a plan that gives you peace of mind and lasting financial security for you and your loved ones.
📩 Message me today or book a quick consultation to get started.
🌐 sunlife.ca/princess.b.dela.fuente
#PlanWithPrincess #SunLifeCanada #LifeInsurance #CriticalIllness #Investments #BuildWealth #ProtectYourFuture #PeaceOfMind
Watch video
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.