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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.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/princess.b.dela.fuente
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/princess.b.dela.fuente
Four years ago, God entrusted me with the greatest gift of my life, Santal Eleanor.
You are my answered prayer and the reason I wake up every day with purpose in my heart. Because of you, I choose courage. Because of you, I work with passion. Because of you, I believe in building a future filled with security, faith, and limitless possibility.
Everything I do is rooted in my love for you.
Happy 4th birthday, my beautiful girl. May you grow strong, kind, brave, and always confident in who you are. Mommy will forever be your safe place and your loudest cheerleader. 🤍🎂✨
You are my answered prayer and the reason I wake up every day with purpose in my heart. Because of you, I choose courage. Because of you, I work with passion. Because of you, I believe in building a future filled with security, faith, and limitless possibility.
Everything I do is rooted in my love for you.
Happy 4th birthday, my beautiful girl. May you grow strong, kind, brave, and always confident in who you are. Mommy will forever be your safe place and your loudest cheerleader. 🤍🎂✨
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/princess.b.dela.fuente
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/princess.b.dela.fuente
Most people think planning starts with numbers. It doesn’t.
Planning begins with understanding what matters most. Before making any decisions, it’s important to look at where you are today, what you want to protect, and what you want to build over time.
If you’d like guidance in reviewing your current situation, I’m always open to a conversation.
🔗 https://advisor.sunlife.ca/princess.b.dela.fuente/about/
#FinancialPlanning #LifeHealthWealth #WealthPlanning #FamilyFirst #PlanningWithPurpose #SunLifeAdvisor #CanadianFamilies #StartWithWhy
Planning begins with understanding what matters most. Before making any decisions, it’s important to look at where you are today, what you want to protect, and what you want to build over time.
If you’d like guidance in reviewing your current situation, I’m always open to a conversation.
🔗 https://advisor.sunlife.ca/princess.b.dela.fuente/about/
#FinancialPlanning #LifeHealthWealth #WealthPlanning #FamilyFirst #PlanningWithPurpose #SunLifeAdvisor #CanadianFamilies #StartWithWhy
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/princess.b.dela.fuente
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/princess.b.dela.fuente
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/princess.b.dela.fuente
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/princess.b.dela.fuente
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
Reach out to start your journey!
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Watch video
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
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
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