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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.
How to make your money last for generations

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 insurance vs. life insurance: What you need to know

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
10 tax ideas to get your personal finances in order

10 tax ideas to get your personal finances in order

Take control of your personal finances by understanding the industry better. Check out this resource 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.
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

Invest in your debt
Compounding works both ways. With Canadian's household debt at record levels, it works very well for lenders.
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg

Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg

MUTUAL FUND PROS
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
5 parenting tips for blended families | Sun Life Canada

5 parenting tips for blended families | Sun Life Canada

Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty.
Budget calculator

Budget calculator

Do you know what goes into a #budget? ​

Include basic living expenses like:​
✔️Housing​
✔️Food​
✔️Transportation​
✔️Clothing​

Put aside spending money, but don’t include expenses like: ​
❌dining out,​
❌weekend trips,​
❌or leisure and hobbies​

Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.

The recession is technically here - what can you do right now?

Canada is technically in a recession. Don’t panic. There are actions you can take to improve your financial well-being and get through the recession. Visit...
Bank of Canada holds interest rate at 5% as economy weakens

Bank of Canada holds interest rate at 5% as economy weakens

The Bank of Canada held interest rates on Sept. 6, keeping its key policy rate at 5%, the highest level in 22 years. Find out more here.
Registered education savings plan (RESP)

Registered education savings plan (RESP)

A registered education savings plan (RESP) from Sun Life Financial is a powerful way to save for a child’s post-secondary education.
How to cope with financial stress

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...
Smart ways to protect yourself from credit card debt

Smart ways to protect yourself from credit card debt

Are you feeling the impact of inflation on the price of groceries, gas, and restaurant meals? You’ve likely noticed your credit card balance is taking off...
What you need to know before you see a therapist

What you need to know before you see a therapist

When it comes to mental health professionals, it can be tricky to know which one is right for you. Learn the differences between them to help you choose.
Inflation: What it means and how to protect yourself

Inflation: What it means and how to protect yourself

Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
Worried about volatile markets? Here are 4 questions to ask your financial advisor

Worried about volatile markets? Here are 4 questions to ask your financial advisor

Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
How to build your emergency fund

How to build your emergency fund

You might not be able to predict a financial emergency, but you can prepare for one. Here’s how you can be ready for life’s surprises.
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Have questions?

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