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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.
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...
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....
What economists expect from the next Bank of Canada rate decision - BNN Bloomberg
The Bank of Canada will announce its next rate decision on Jan. 24. Economists tracked by Bloomberg expect the central bank will keep its policy rate at five per cent, even after an unexpected increase in December inflation.
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.
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....
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
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.
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.
Retirement planning for business owners
You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...
4 ways to reduce food waste and save money
One way to save at the supermarket, despite rising prices, is to waste less of the food we buy. Here are four smart ways to help you use more of what you buy....
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.
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
10 ways on how to beat inflation
What are some ways I can beat inflation? Here are some tips to lower your stress level when inflation is sky-high. Read more on sunlife.ca!
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....
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....
Budget calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Meeting with a financial advisor for the first time? Here’s how to prepare.
Ready to meet with a financial advisor? Here are a few things to know before your first meeting.
Tiff Macklem warns buyers not to expect current house price increases to continue
There are new signs of “extrapolative expectations” as buyers assume house prices in Canada have nowhere to go but up, even though the job market continues to...
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