Stay informed

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.

Sun Life discounts term, perm, CI policies | Investment Executive

Sun Life discounts term, perm, CI policies | Investment Executive

See what Investment Executive has to say about Sun Life’s Special Offers.
https://www.investmentexecutive.com/news/sun-life-discounts-term-perm-ci-policies/

Send me a message to know more!

Offers are available until July 31.
Terms and conditions apply.
Read article
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/sandeep.bawa
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.

#SunLifeOnePlan
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
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/sandeep.bawa
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Calgary.

Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.

Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7

Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.

https://www.sunlife.ca/en/choices/leaving-group-investments/

#CareerTransition #InvestmentPlanning
Read article
Keeping your life (and savings) in balance

Keeping your life (and savings) in balance

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/reality-check-before-you-retire/detail

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Read article
Parlez d’argent en famille. Les conversations simples créent de solides habitudes. Contactez-moi pour des conseils adaptés à l’âge de vos enfants. Demandez notre liste de vérification des finances familiales.

#FinancesFamiliales #LittératieFinancière
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/sandeep.bawa

#SunLifeOnePlan #TFSA #RRSP
From key‑person protection to benefits, there are ways to help your business keep running if life throws you a curveball. Let’s talk about options that fit your budget and business goals.

Message me to get started! https://advisor.sunlife.ca/sandeep.bawa
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/sandeep.bawa
- BNN Bloomberg

- BNN Bloomberg

Global Market Update: What could happen to the price of oil after the conflict in Iran ends? Sun Life Global Investments (SLGI) Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., joins BNN Bloomberg to assess opportunities in the market. Watch here >> https://www.bnnbloomberg.ca/video/shows/the-open/2026/03/26/what-will-happen-to-the-price-of-oil-after-the-conflict-in-iran-ends/. Reach out to set up a time to chat if needed.

#MarketUpdate #GlobalMarkets
Read article
RRSPs: Know your limits

RRSPs: Know your limits

Boost your knowledge with this helpful article.
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/rrsps-know-your-limits/?slgi_r=investor

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Read article
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/sandeep.bawa
Objectifs à court, moyen et long terme organisés en un seul endroit pour agir avec confiance. Commençons avec votre #UnPlanSimplementSunLife. Contactez-moi pour plus d'information. https://conseiller.sunlife.ca/f/sandeep.bawa
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/sandeep.bawa

#SunLifeOnePlan
Un parcours simple permet d’équilibrer les coûts actuels avec les objectifs futurs. Établissons ensemble un budget familial qui fonctionne pour vous.

https://conseiller.sunlife.ca/f/sandeep.bawa
Thinking about your family's future? Be prepared for life’s certainties and surprises with permanent life insurance. It helps offer protection today and a financial legacy for loved ones later. Find out how, get in touch. https://advisor.sunlife.ca/sandeep.bawa
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.

Have questions?

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

Let's connect