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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.
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.
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.
Canadians believe they need $1.7 million to retire: survey | Benefits Canada.com
While Canadians, on average, believe they need $1.7 million in retirement, this amount varies among different generations of employees.
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 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.
6 really useful things you can do with your TFSA
A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not know you could do with a TFSA.
5 Fun Ways To Teach Your Kids About Money
Teaching kids about money can set them up to have a solid financial future. But most of that teaching needs to start at home.
Experts have long encouraged...
Experts have long encouraged...
How to cut back on non-essential spending
Unsure where your money is going? Perhaps it’s time to take a look at your spending. Are all those purchases really necessary?
Managing debt: What an advisor can do for you
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
What is a recession and what does it mean for you?
Understand what a recession is, how it affects the Canadian economy and your personal finances - and what you can to prepare. Visit sulife.ca to learn more....
Move or renovate: How do you decide?
Should you stay or should you go? Visit sunlife.ca to help you decide if it’s best to renovate your house or move.
Budget calculator
Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
7 Easy Tips for Halloween Healthy Eating
It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on...
Being an executor can be time-consuming and expensive at a time of great grief
If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.
8 Everyday Health and Wellness Habits Linked With a Longer Life
The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood...
Looking to Cut Costs? These Are 5 of the Best Items to Buy Used
There are good deals to be had when buying used items, so long as you know what to look for and stick to some perennial items that never go out of style.
Sedentary lifestyle: How to get moving and save money
An inactive, or sedentary lifestyle, with too much sitting and not enough exercise, is bad for you. It can also cost you more on insurance. Visit sunlife.ca to...
Bank of Canada raises rate 75 bps and signals more hikes to come
Bank of Canada raised its key interest rate for the fifth time this year to 3.25%. Read...
Hit the pause button before making that mid-life crisis splurge
'It really comes down to balancing today versus tomorrow,' expert says. Read...
6 things you may not know you can do with your RRSP
Did you know you can do more with your RRSP than just save for retirement? Find out what and how....
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.