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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.
Private savings are key to improving Canada’s retirement income system | Investment Executive
SIMA’s three-step plan tackles RRIF rules, investment management fee taxation and more.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
As the shofar sounds and we welcome the New Year, may your hearts be filled with hope and renewal. Rosh Hashanah is a reminder of life's precious gifts - family, community, and the chance to begin anew. For those who celebrate, [I/we] wish you and your loved ones a healthy and meaningful New Year. Shana Tova!
As the shofar sounds and we welcome the New Year, may your hearts be filled with hope and renewal. Rosh Hashanah is a reminder of life's precious gifts - family, community, and the chance to begin anew. For those who celebrate, [I/we] wish you and your loved ones a healthy and meaningful New Year. Shana Tova!
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Autumn Equinox is an ideal time for reflection and renewal. As day and night balance, it’s a good time to adjust your routines to the changing light. .
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
Autumn Equinox is an ideal time for reflection and renewal. As day and night balance, it’s a good time to adjust your routines to the changing light. .
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
Perspectives on climate change and nature
Access helpful resources on financial knowledge developed by professionals in the 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.
How do I get the right personal health insurance?
Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.
Learn more in this article.
Learn more in this article.
Participez au concours Une protection gagnante – Diabète ! Si vous demandez une assurance-vie ou une assurance maladies graves, vous pourriez gagner 5 000 $. Et ce n’est pas tout : à chaque tirage, la Sun Life remettra 5 000 $ à un organisme de bienfaisance dont la mission est liée au diabète !
#AssuranceEtDiabète #SécuritéFinancière
* Certaines conditions s’appliquent. Contactez-moi pour en savoir plus.
#AssuranceEtDiabète #SécuritéFinancière
* Certaines conditions s’appliquent. Contactez-moi pour en savoir plus.
Participez au concours Une protection gagnante – Diabète ! Si vous demandez une assurance-vie ou une assurance maladies graves, vous pourriez gagner 5 000 $. Et ce n’est pas tout : à chaque tirage, la Sun Life remettra 5 000 $ à un organisme de bienfaisance dont la mission est liée au diabète !
#AssuranceEtDiabète #SécuritéFinancière
* Certaines conditions s’appliquent. Contactez-moi pour en savoir plus.
#AssuranceEtDiabète #SécuritéFinancière
* Certaines conditions s’appliquent. Contactez-moi pour en savoir plus.
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
Decumulation: Turning retirement savings into retirement income
Take control of your personal finances. Check out these resources to get started.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
Vous avez un prêt étudiant?
Découvrez comment le remboursement de votre prêt s’intègre dans votre parcours financier global. Parlons-en.
Découvrez comment le remboursement de votre prêt s’intègre dans votre parcours financier global. Parlons-en.
Vous avez un prêt étudiant?
Découvrez comment le remboursement de votre prêt s’intègre dans votre parcours financier global. Parlons-en.
Découvrez comment le remboursement de votre prêt s’intègre dans votre parcours financier global. Parlons-en.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
Cash Balance Pension Plans: the Smart Way to Turbocharge Your Retirement
Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.
10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.
L’été tire à sa fin et c’est le moment idéal pour penser aux REEE de vos enfants. Communiquez avec nous pour discuter de vos cotisations et déterminer si vous êtes sur la bonne voie pour assurer leur réussite future.
Couple wonders: Start investing or stick with rental income to build nest egg?
Should we start investing, or stay focused on building our real estate portfolio? This is the question British Columbia-based Jennifer and Roland are trying to answer.
Have questions?
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