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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.
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Inflation in Canada Hits 2% Target for First Time Since 2021
Inflation in Canada Hits 2% Target for First Time Since 2021
Hard earned truth: These are the five cognitive biases that you should fear most
Overconfidence, loss aversion and the fear of missing out will put your investing returns at risk.
‘Still work to do’ on inflation even after hitting 2%: Bank of Canada official - National | Globalnews.ca
Hitting the bull’s-eye on the two per cent inflation target in August was “good news” for the Bank of Canada, but it doesn’t mean the central bank’s efforts are done, according to a senior official.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg
A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings.
What are the issues for savings when mental health becomes a burden in retirement? | Benefits Canada.com
47% — The percentage of Canadian employees who say they’re very worried about running out of money in retirement
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
How to keep more of your retirement income and pay less tax
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Health insurance in retirement: How to pay for your health costs
Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.
Have questions?
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