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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.
Complexity to Simplicity— It's not just what I do, It's my purpose in life.
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people don’t? It got me thinking, and I realized one of my greatest strengths is my love for numbers—particularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. It’s not just about simplifying complexity; it’s about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration today—it reminded me why I do what I do.
Curious about how I can help you connect the dots? Let’s start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people don’t? It got me thinking, and I realized one of my greatest strengths is my love for numbers—particularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. It’s not just about simplifying complexity; it’s about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration today—it reminded me why I do what I do.
Curious about how I can help you connect the dots? Let’s start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
Complexity to Simplicity— It's not just what I do, It's my purpose in life.
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people don’t? It got me thinking, and I realized one of my greatest strengths is my love for numbers—particularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. It’s not just about simplifying complexity; it’s about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration today—it reminded me why I do what I do.
Curious about how I can help you connect the dots? Let’s start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people don’t? It got me thinking, and I realized one of my greatest strengths is my love for numbers—particularly working with Excel.
I thrive on taking raw data and transforming it into something meaningful and impactful for people. It’s not just about simplifying complexity; it’s about helping you create Wealth today so you can build a Legacy for Tomorrow.
Thanks, Mark Halpern, for the inspiration today—it reminded me why I do what I do.
Curious about how I can help you connect the dots? Let’s start a conversation.
#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom
The superficial loss rules - Have you tripped the wire?
An investor may inadvertently trip over the complex superficial loss rules. Surprise! This can cause unexpected results.
I wish you a year filled with purpose, growth, and Joy. May this new chapter bring endless opportunities to create meaningful moments, achieve your goals, build legacies.
Happy New Year!
Happy New Year!
I wish you a year filled with purpose, growth, and Joy. May this new chapter bring endless opportunities to create meaningful moments, achieve your goals, build legacies.
Happy New Year!
Happy New Year!
As the Year comes to a close, I want to take a moment to express my heartfelt gratitude for your trust and partnership throughout 2024. It has been a truly wonderful year, and much of that is thanks to incredible clients, networking partners and business collaborators like you.
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCA✨
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCA✨
As the Year comes to a close, I want to take a moment to express my heartfelt gratitude for your trust and partnership throughout 2024. It has been a truly wonderful year, and much of that is thanks to incredible clients, networking partners and business collaborators like you.
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCA✨
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.
Happy Holidays from our Team at ROCA✨
Inheritance planning: When equal and fair aren’t the same thing
Inheritance Planning: When equal and fair arent the same thing - an interesting article on the importance of planning your legacy.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
I was honored to attend the Women’s Health at Work: Closing the gender gap event by @The Globe and Mail in partnership with Sun Life. The focus of the event was on the importance of women’s health in the workplace and the essential role that it plays in our society.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I was honored to attend the Women’s Health at Work: Closing the gender gap event by @The Globe and Mail in partnership with Sun Life. The focus of the event was on the importance of women’s health in the workplace and the essential role that it plays in our society.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
Yesterday, I was invited to attend a powerful Truth and Reconciliation event at the Catholic Community Services of York Region (CCSYR). It was a moving experience that deepened my understanding of our shared history and the importance of healing and respect for indigenous communities. Let's continue the conversation and commit to meaningful actions for reconciliation. Thank you Magda for allowing me to be part of this wonderful event.
#TruthAndReconciliation #Unity #IndigenousVoices
#TruthAndReconciliation #Unity #IndigenousVoices
Yesterday, I was invited to attend a powerful Truth and Reconciliation event at the Catholic Community Services of York Region (CCSYR). It was a moving experience that deepened my understanding of our shared history and the importance of healing and respect for indigenous communities. Let's continue the conversation and commit to meaningful actions for reconciliation. Thank you Magda for allowing me to be part of this wonderful event.
#TruthAndReconciliation #Unity #IndigenousVoices
#TruthAndReconciliation #Unity #IndigenousVoices
It was a great honor to have participated yesterday as a panelist at "Empowering Women in Wealth" along with wonderful women: Oricia Smith, President of SLGI Management Inc. & SVP Investment Solutions Sun Life; Taryl Kramp, Regional Vice President -Toronto Sun Life; and fellow Advisor Brittany Toth.
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
It was a great honor to have participated yesterday as a panelist at "Empowering Women in Wealth" along with wonderful women: Oricia Smith, President of SLGI Management Inc. & SVP Investment Solutions Sun Life; Taryl Kramp, Regional Vice President -Toronto Sun Life; and fellow Advisor Brittany Toth.
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen
Women and investing: Key findings and opportunities
Empower yourself with easy-to-understand resources and learn more about the financial industry.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?
Gifts of personal property can be emotionally priceless, but costly to handle if courts must rule on legal issues
Kick back this summer but keep an eye on your investments - BNN Bloomberg
While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.
Defined benefit vs. defined contribution pension plans: which is better and how much will I receive?
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg
Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families.
BOC cuts interest rate for the first time in four years to 4.75%
The first cut is not the deepest, but it is the most significant as it signals the beginning of a new cycle in our monetary policy.
How will it impact businesses and households?
✔️The rate cut will not make a significant impact on mortgage monthly payments.
✔️Business that have lines of credits will start to feel some relief.
✔️The real estate market could use some stimulation with this new cycle on its way.
✔️GIC's, and HISA (High Interest Savings Account) will be affected by the cut.
The following article is an interesting read on the impact that the rate cut will have in different areas.
Enjoy the read. 👀
From the Globe and Mail: A guide to what lower rates will mean for mortgages, housing and returns on all those safe parking spots for cash - https://www.theglobeandmail.com/investing/personal-finance/article-a-guide-to-what-lower-rates-will-mean-for-mortgages-housing-and/?utm_source=Shared+Article+Sent+to+User&utm_medium=E-mail:+Newsletters+/+E-Blasts+/+etc.&utm_campaign=Shared+Web+Article+Links
The first cut is not the deepest, but it is the most significant as it signals the beginning of a new cycle in our monetary policy.
How will it impact businesses and households?
✔️The rate cut will not make a significant impact on mortgage monthly payments.
✔️Business that have lines of credits will start to feel some relief.
✔️The real estate market could use some stimulation with this new cycle on its way.
✔️GIC's, and HISA (High Interest Savings Account) will be affected by the cut.
The following article is an interesting read on the impact that the rate cut will have in different areas.
Enjoy the read. 👀
From the Globe and Mail: A guide to what lower rates will mean for mortgages, housing and returns on all those safe parking spots for cash - https://www.theglobeandmail.com/investing/personal-finance/article-a-guide-to-what-lower-rates-will-mean-for-mortgages-housing-and/?utm_source=Shared+Article+Sent+to+User&utm_medium=E-mail:+Newsletters+/+E-Blasts+/+etc.&utm_campaign=Shared+Web+Article+Links
BOC cuts interest rate for the first time in four years to 4.75%
The first cut is not the deepest, but it is the most significant as it signals the beginning of a new cycle in our monetary policy.
How will it impact businesses and households?
✔️The rate cut will not make a significant impact on mortgage monthly payments.
✔️Business that have lines of credits will start to feel some relief.
✔️The real estate market could use some stimulation with this new cycle on its way.
✔️GIC's, and HISA (High Interest Savings Account) will be affected by the cut.
The following article is an interesting read on the impact that the rate cut will have in different areas.
Enjoy the read. 👀
From the Globe and Mail: A guide to what lower rates will mean for mortgages, housing and returns on all those safe parking spots for cash - https://www.theglobeandmail.com/investing/personal-finance/article-a-guide-to-what-lower-rates-will-mean-for-mortgages-housing-and/?utm_source=Shared+Article+Sent+to+User&utm_medium=E-mail:+Newsletters+/+E-Blasts+/+etc.&utm_campaign=Shared+Web+Article+Links
The first cut is not the deepest, but it is the most significant as it signals the beginning of a new cycle in our monetary policy.
How will it impact businesses and households?
✔️The rate cut will not make a significant impact on mortgage monthly payments.
✔️Business that have lines of credits will start to feel some relief.
✔️The real estate market could use some stimulation with this new cycle on its way.
✔️GIC's, and HISA (High Interest Savings Account) will be affected by the cut.
The following article is an interesting read on the impact that the rate cut will have in different areas.
Enjoy the read. 👀
From the Globe and Mail: A guide to what lower rates will mean for mortgages, housing and returns on all those safe parking spots for cash - https://www.theglobeandmail.com/investing/personal-finance/article-a-guide-to-what-lower-rates-will-mean-for-mortgages-housing-and/?utm_source=Shared+Article+Sent+to+User&utm_medium=E-mail:+Newsletters+/+E-Blasts+/+etc.&utm_campaign=Shared+Web+Article+Links
Being a woman today is challenging in so many ways. It is true that we have come a long way.
However, along the journey some of us have lost our identity, detaching from our bodies and our minds to pursue excellence, in a world driven by dopamine.
Today that we celebrate International Women’s Day I invite you not to focus on success, to be happy. Instead focus on being happy, in order to succeed.
Tips to be happy that inevitably will bring success in all aspects of your life.
There is scientific evidence that backs this up.
❤️Be real.
❤️Be You.
❤️Be Fierce.
❤️Be Authentic.
❤️Be Inclusive.
❤️Be generous with yourself and others.
❤️Be the change you are looking for.
❤️Be your favourite kind of women.
You will be an inspiration to other women in the journey to find true happiness by being your true self.
Have a fantastic day 😍
However, along the journey some of us have lost our identity, detaching from our bodies and our minds to pursue excellence, in a world driven by dopamine.
Today that we celebrate International Women’s Day I invite you not to focus on success, to be happy. Instead focus on being happy, in order to succeed.
Tips to be happy that inevitably will bring success in all aspects of your life.
There is scientific evidence that backs this up.
❤️Be real.
❤️Be You.
❤️Be Fierce.
❤️Be Authentic.
❤️Be Inclusive.
❤️Be generous with yourself and others.
❤️Be the change you are looking for.
❤️Be your favourite kind of women.
You will be an inspiration to other women in the journey to find true happiness by being your true self.
Have a fantastic day 😍
Being a woman today is challenging in so many ways. It is true that we have come a long way.
However, along the journey some of us have lost our identity, detaching from our bodies and our minds to pursue excellence, in a world driven by dopamine.
Today that we celebrate International Women’s Day I invite you not to focus on success, to be happy. Instead focus on being happy, in order to succeed.
Tips to be happy that inevitably will bring success in all aspects of your life.
There is scientific evidence that backs this up.
❤️Be real.
❤️Be You.
❤️Be Fierce.
❤️Be Authentic.
❤️Be Inclusive.
❤️Be generous with yourself and others.
❤️Be the change you are looking for.
❤️Be your favourite kind of women.
You will be an inspiration to other women in the journey to find true happiness by being your true self.
Have a fantastic day 😍
However, along the journey some of us have lost our identity, detaching from our bodies and our minds to pursue excellence, in a world driven by dopamine.
Today that we celebrate International Women’s Day I invite you not to focus on success, to be happy. Instead focus on being happy, in order to succeed.
Tips to be happy that inevitably will bring success in all aspects of your life.
There is scientific evidence that backs this up.
❤️Be real.
❤️Be You.
❤️Be Fierce.
❤️Be Authentic.
❤️Be Inclusive.
❤️Be generous with yourself and others.
❤️Be the change you are looking for.
❤️Be your favourite kind of women.
You will be an inspiration to other women in the journey to find true happiness by being your true self.
Have a fantastic day 😍
Today, I invite you to celebrate Self-Love❤️
❤️Embrace your worth and appreciate your unique qualities that make you who you are.
❤️Treat yourself with kindness, understanding and prioritizing your own well-being.
❤️Take time today to celebrate the wonderful person you are and recognize the beauty within yourself.
❤️Share your love with everyone around you. Partner, Kids, friends, family, colleagues your pets everyone needs love, be generous with your love giving, the more you give the more you get. It is a universal law.
Follow these tips and I promise your you will be in a happy place today and always.
Happy Valentine’s Day💕
❤️Embrace your worth and appreciate your unique qualities that make you who you are.
❤️Treat yourself with kindness, understanding and prioritizing your own well-being.
❤️Take time today to celebrate the wonderful person you are and recognize the beauty within yourself.
❤️Share your love with everyone around you. Partner, Kids, friends, family, colleagues your pets everyone needs love, be generous with your love giving, the more you give the more you get. It is a universal law.
Follow these tips and I promise your you will be in a happy place today and always.
Happy Valentine’s Day💕
Today, I invite you to celebrate Self-Love❤️
❤️Embrace your worth and appreciate your unique qualities that make you who you are.
❤️Treat yourself with kindness, understanding and prioritizing your own well-being.
❤️Take time today to celebrate the wonderful person you are and recognize the beauty within yourself.
❤️Share your love with everyone around you. Partner, Kids, friends, family, colleagues your pets everyone needs love, be generous with your love giving, the more you give the more you get. It is a universal law.
Follow these tips and I promise your you will be in a happy place today and always.
Happy Valentine’s Day💕
❤️Embrace your worth and appreciate your unique qualities that make you who you are.
❤️Treat yourself with kindness, understanding and prioritizing your own well-being.
❤️Take time today to celebrate the wonderful person you are and recognize the beauty within yourself.
❤️Share your love with everyone around you. Partner, Kids, friends, family, colleagues your pets everyone needs love, be generous with your love giving, the more you give the more you get. It is a universal law.
Follow these tips and I promise your you will be in a happy place today and always.
Happy Valentine’s Day💕
Today is a day of reflection and gratitude for all the man and women who bravely served, and continue to serve, our country. So, we could live in freedom.
Their courage, commitment and sacrifice will never be forgotten.
#LestWeForget
Their courage, commitment and sacrifice will never be forgotten.
#LestWeForget
Today is a day of reflection and gratitude for all the man and women who bravely served, and continue to serve, our country. So, we could live in freedom.
Their courage, commitment and sacrifice will never be forgotten.
#LestWeForget
Their courage, commitment and sacrifice will never be forgotten.
#LestWeForget
It’s a professional responsibility to ask my clients uncomfortable questions.
Planning for your goals requires having difficult conversations. The success of your plans will depend on the quality of your conversations.
The most important conversations are the ones you have with yourself. Some tips to help you start the conversation with yourself and your loved ones.
1- Budget – it will keep you real and on track with your spending habits.
2- Include your spouse and children on your budgeting this should be a family affair.
3- Prepare or review your wills let your family know where to find them if in need.
4- Prepare of review Powers of attorney (POA) – have a discussion with the POA you want to make sure they understand and want to take over the task.
5- Review Beneficiaries on all your investments, life insurance.
6- Retirement planning goal setting – start planning early.
Planning for your goals requires having difficult conversations. The success of your plans will depend on the quality of your conversations.
The most important conversations are the ones you have with yourself. Some tips to help you start the conversation with yourself and your loved ones.
1- Budget – it will keep you real and on track with your spending habits.
2- Include your spouse and children on your budgeting this should be a family affair.
3- Prepare or review your wills let your family know where to find them if in need.
4- Prepare of review Powers of attorney (POA) – have a discussion with the POA you want to make sure they understand and want to take over the task.
5- Review Beneficiaries on all your investments, life insurance.
6- Retirement planning goal setting – start planning early.
It’s a professional responsibility to ask my clients uncomfortable questions.
Planning for your goals requires having difficult conversations. The success of your plans will depend on the quality of your conversations.
The most important conversations are the ones you have with yourself. Some tips to help you start the conversation with yourself and your loved ones.
1- Budget – it will keep you real and on track with your spending habits.
2- Include your spouse and children on your budgeting this should be a family affair.
3- Prepare or review your wills let your family know where to find them if in need.
4- Prepare of review Powers of attorney (POA) – have a discussion with the POA you want to make sure they understand and want to take over the task.
5- Review Beneficiaries on all your investments, life insurance.
6- Retirement planning goal setting – start planning early.
Planning for your goals requires having difficult conversations. The success of your plans will depend on the quality of your conversations.
The most important conversations are the ones you have with yourself. Some tips to help you start the conversation with yourself and your loved ones.
1- Budget – it will keep you real and on track with your spending habits.
2- Include your spouse and children on your budgeting this should be a family affair.
3- Prepare or review your wills let your family know where to find them if in need.
4- Prepare of review Powers of attorney (POA) – have a discussion with the POA you want to make sure they understand and want to take over the task.
5- Review Beneficiaries on all your investments, life insurance.
6- Retirement planning goal setting – start planning early.
Back at the race, completed my first 10K run May 21.2023 PUMA Toronto Women's Run Series. Running is my therapy. I have the most important conversations with myself and problem-solve while in my running shoes.
Back at the race, completed my first 10K run May 21.2023 PUMA Toronto Women's Run Series. Running is my therapy. I have the most important conversations with myself and problem-solve while in my running shoes.
Jefferson Forest - Trail Cleanup - maintainging our forests clean for everyone to enjoy is a duty of us all. When you visit a trail make sure the only FOOT PRINT you leave behind is of you hiking BOOTS.
Jefferson Forest - Trail Cleanup - maintainging our forests clean for everyone to enjoy is a duty of us all. When you visit a trail make sure the only FOOT PRINT you leave behind is of you hiking BOOTS.
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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.