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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.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Do you need life insurance if you’re wealthy?

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....
Do I need life insurance for my baby?

Do I need life insurance for my baby?

You never want to imagine anything bad happening to your baby so it’s hard to think about life insurance. But it can help ease some burdens if the unthinkable...
Budget calculator

Budget calculator

Do you know what goes into a #budget? ​

Include basic living expenses like:​
✔️Housing​
✔️Food​
✔️Transportation​
✔️Clothing​

Put aside spending money, but don’t include expenses like: ​
❌dining out,​
❌weekend trips,​
❌or leisure and hobbies​

Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
Canada inflation slows to 3.1%, keeping bank on hold - BNN Bloomberg

Canada inflation slows to 3.1%, keeping bank on hold - BNN Bloomberg

​Consumer prices in Canada rose at the slowest pace since June, a reassuring sign for central bank policymakers that rates are now high enough to significantly...
Refinance or renew? How to choose when mortgage renewal creates sticker shock - BNN Bloomberg

Refinance or renew? How to choose when mortgage renewal creates sticker shock - BNN Bloomberg

Many Canadian homeowners are facing sticker shock with their monthly payments as their mortgage comes up for renewal, leaving them with a crucial choice...
Health and life insurance options for single parents

Health and life insurance options for single parents

How to choose the right life and health insurance when you’re a single parent. Learn more at sunlife...
Mortgage payments outpacing income growth in Canada: Zoocasa - BNN Bloomberg

Mortgage payments outpacing income growth in Canada: Zoocasa - BNN Bloomberg

Mortgage costs have grown faster than incomes over the past decade, according to a new report from Zoocasa.
5 steps to choosing a guardian for your children

5 steps to choosing a guardian for your children

Here are some helpful tips when selecting a guardian for your children:​

1. Ask the guardian first​
3. Remember to include contact information​
4. Name a back-up guardian​

Read more tips in the attached article!
Mortgage insurance vs. life insurance: What you need to know

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

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

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...
What do you do when the stock market is down?

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....
Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Sun Life pledges $3.7 million for youth mental health across Canada

Sun Life pledges $3.7 million for youth mental health across Canada

Funding will support programs for marginalized youth, bringing Sun Life's total commitment to mental health to over $6.1 million TORONTO, Jan. 11, 2023 /CNW/ -...
If you're feeling cheated by grocery prices, here's 5 key ways to start saving on food

If you're feeling cheated by grocery prices, here's 5 key ways to start saving on food

Inflation has led to a [10% price increase in grocery prices since...
Worried about volatile markets? Here are 4 questions to ask your financial advisor

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....
How to make the most of your pension plan

How to make the most of your pension plan

Whether you’re confident or concerned about your company pension – or if you don’t have one – these tips will help you boost your retirement savings....
Canada's Big Six gear up preparations for potential recession

Canada's Big Six gear up preparations for potential recession

Nation's largest banks set aside billions to cushion future...

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