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What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

自主理财让您晕头转向?我可以帮助您!是时候与我们合作了。和我聊聊您的RRSP。

自主理財讓您暈頭轉向?我可以幫助您!是時候與我們合作了。和我聊聊您的RRSP。
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Life's full of unexpected turns. Protect your family with Sun Critical Illness Insurance and save on your first year. Get 3 months of premiums back for adults or 6 months for kids! Offer ends June 30. #FinancialSecurity #FamilyFirst
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.

Tax refunds are arriving and Gen Z are the most likely to invest it: survey - National | Globalnews.ca
A new survey from TD Bank found Gen Z are the most likely Canadians to invest their tax returns once received, but also may be unclear on how some savings accounts work.

Housing downturn worsens as border tensions disrupts Canadian market stability
Canada’s housing market, which had consistently rebounded from previous economic shocks over the past 25 years, is now facing significant strain. According to The Globe and Mail, this time the stress comes not from domestic conditions but from the trade policies of US President Donald Trump.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

如果您不擅長自主理財,那麼快來與我們合作吧。和我聊聊您的TFSA。

如果您不擅长自主理财,那么快来与我们合作吧。和我聊聊您的TFSA。
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

🏡 在規劃時,考慮將您的定期人壽保險轉換為符合您目標的保險。通過永明人壽的定期轉換優惠,您在3月31日前轉換保險,最高可節省25%。馬上聯繫我們,了解更多選擇! #家庭保障 #人壽保險

🏡 在规划时,考虑将您的定期人寿保险转换为符合您目标的保险。通过永明人寿的定期转换优惠,您在3月31日前转换保险,最高可节省25%。马上联系我们,了解更多选择! #家庭保障 #人寿保险

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

Do you know what happens to your accounts when you die?
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
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.
Use this link to book a meeting today.
https://bit.ly/43gCR3H
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.
Use this link to book a meeting today.
https://bit.ly/43gCR3H

Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

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