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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.

In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.

#WealthPreservation #InnovativeFinance

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/

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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

Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.

#RetirementPlanning #FinancialFreedom #SunLifeCanada

6 Everyday Foods That May Be Raising Your Stress Levels

Cortisol, the stress hormone, is important for the body. Some foods can disrupt a healthy balance, and high levels can cause several conditions over time.

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Strong friendships may literally slow aging at the cellular level

Scientists discovered that lifelong social support can slow biological aging. Using DNA-based “epigenetic clocks,” they found that people with richer, more sustained relationships showed younger biological profiles and lower inflammation. The effect wasn’t about single friendships but about consistent connections across decades.

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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

Want to boost your savings without feeling deprived?

Discover smart ways to trim non-essential spending and keep more money in your pocket! Find practical tips to help you:
✂️ Identify unnecessary expenses
🎯 Set realistic spending goals
💰 Redirect funds to what truly matters to you

Ready to take control of your finances? Learn how to save smarter: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-cut-back-on-non-essential-spending/

#FinancialWellness #SmartSaving #SunLifeTips

Neither puzzles nor apps - neuroscientists swear by these 5 brain health exercises to boost concentration and memory

From five minute challenges to afternoon explorations, these brain health actually work to improve memory, concentration, and overall cognitive health.

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Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan

From love to money: 7 ways to manage finances as a couple like pros

Need content to better understand the financial landscape? I have valuable resources for you.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.

What is portfolio diversification and why does it matter?

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

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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It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!

You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

#WealthManagement #FinancialRoadmap #SunLifeOnePlan

How do I get the right personal health insurance?

Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.

Learn more in this article.

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Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw.

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

#SunLifeOnePlan #YourMoney

Emerging markets return to favour

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Private savings are key to improving Canada’s retirement income system | Investment Executive

SIMA’s three-step plan tackles RRIF rules, investment management fee taxation and more.

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