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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.

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/ross.m.fox/

🔍 Myth buster: Think segregated funds are only for retirees? Think again!

Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:

- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities

Don't let age define your investment strategy. Let's explore if segregated funds are right for you!

Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/ross.m.fox/

Myth busting, investment style.

Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.

But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.

Follow along to find out how these funds could benefit your investment portfolio!

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/ross.m.fox/

#SunLifeOnePlan #TFSA #RRSP

Be prepared for whatever your next chapter brings. I can help you reach your financial goals.

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A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/ross.m.fox/

#SunLifeOnePlan

A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/ross.m.fox/

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/

What does the escalating tension in the Middle East mean for you and your finances?

News of growing tensions in the Middle East may leave you feeling anxious. Wondering what impact this might have on the markets and your money? Here’s what you can do now to protect your investments.

https://advisor.sunlife.ca/ross.m.fox/

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Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.

Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife

From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/ross.m.fox/

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/ross.m.fox/

When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/ross.m.fox/

Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/ross.m.fox/

Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!

Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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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.