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Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.


#BusinessPlanning #YearEndReview #2026Goals

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan

At the Lions Hall at CVCC in Invermere
Tacos & Tomorrow. This seminar will provide the details, decisions, and administration that you will be encountering in the days following the death of a loved one. This is not about what you should do, but rather what you will have to do in the days, weeks and months following your loss. Unfortunately, this knowledge is often learned for the first time in the worst time. We hope to empower you and help you be prepared.
This event is for all ages because loss affects everyone. Join us to hear real stories, listen to practical advice and gain resources.
Presentation will include
• The personal journey of a younger widower, and what he had to deal with logistically in the aftermath of losing his wife
• Sunlife Financial will explain the steps to take as the executor, and for the beneficiary of the life insurance, and investments. Providing clarity on what happens during the claim process.
• There will be a Certified Financial Planner from Sun Life in attendance as well, who will be discussing filing terminal tax returns and other CRA issues that happen after someone passes.
• Knowledge shared from the banking sector, on what your financial center will need, the accounts you will have to open, and the administration details you will be dealing with
• Rockies Law will share about wills, power of attorney, executors, probate and why this is important. How they are used. And what happens if you don't have one.
• A local paramedic will share about what to expect if death occurs at home and they are called onto the scene.
• McPherson Funeral Services will explain the decisions you will be making immediately, and the arrangements and logistics you will need to discuss with them.
Death can be a time of sorrow, but we choose to celebrate the Day of the Dead this year, including a Mexican meal provided by Chef Nick Freiheit.
$10 Registration
Attendees will also receive
• Executor Guide Workbook
• "With the [Stroke] of Pen" by Jane Blaufus.
• other resources

To register call our team in Invermere at 250-342-9052, email rhiannon.tutty@sunlife.com or use the Event Bright link
https://www.eventbrite.ca/e/now-what-tickets-1772692965379?aff=oddtdtcreator

Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.

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.

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!

These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.

You’re busy, but taking the time to assess your finances during these times is important.

Reach out and we can create a financial roadmap.

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. 

When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.