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Let’s work together towards your financial goals while protecting what matters most to you.

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.

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

Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect.

#EstatePlanning #FinancialManagement #FinancialRoadmap

Want a stronger, healthier immune system? A new study shows this type of exercise is key

It slows immune ageing and boosts resilience.

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Eight Ways to Fit Workouts Into Your Busy Schedule

Exercise is undoubtedly good for us—research shows that it can boost our mood, our memory, and our physical health.

Read article

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.

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

#SunLifeOnePlan #FinancialSecurity

In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.

#WealthPreservation #InnovativeFinance

5 distinct sleep profiles linked to different health factors

A new study has identified five distinct sleep profiles, linking brain activity and sleep quality with a number of different health and lifestyle outcomes.

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Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

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Genetic study identifies key variants linked to healthy aging and intrinsic capacity

New research from the University of Adelaide has explored the genomic links within the index used to measure healthy aging—intrinsic capacity (IC), paving the way for potential targeted interventions.

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Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

#SunLifeOnePlan #BusinessPlanning #BusinessOwner

Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.

#RetirementPlanning #FinancialFreedom #SunLifeCanada

6 Everyday Foods That May Be Raising Your Stress Levels

Cortisol, the stress hormone, is important for the body. Some foods can disrupt a healthy balance, and high levels can cause several conditions over time.

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Have questions?

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.