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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.
You might live to 100. Do you have enough wealth to get there?
You might live to 100. Do you have enough wealth to get there?
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Live updates: Bank of Canada delivers half-point cut, bringing key interest rate to 3.75%
Bank of Canada delivers half-point cut, bringing key interest rate to 3.75%
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
4 common life insurance myths unmasked
Don’t let these 4 myths stop you from getting the life insurance coverage you need. Talk to a Sun Life advisor or visit sunlife.ca to learn more.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families.
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.
Bank of Canada risks recession if it waits to cut interest rates: Rosenberg Research
Why the Bank of Canada should start cutting interest rates?
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.
How to cope with financial stress
Are you worried about your money? Financial stress can affect your mental health. A psychologist and Sun Life advisor share how you can regain control over...
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Do I need life insurance for my baby?
You never want to imagine anything bad happening to your baby so it’s hard to think about life insurance. But it can help ease some burdens if the unthinkable...
RRIF: Registered Retirement Income Fund
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
5 financial tips every new parent needs
Happy Father’s Day, dads! Here’s the advice you need to navigate this exciting (and expensive!) time in your life.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Mortgage payments outpacing income growth in Canada: Zoocasa - BNN Bloomberg
Mortgage costs have grown faster than incomes over the past decade, according to a new report from Zoocasa.
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