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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.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Paying off student loans?
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Get in touch to see how paying down your loans can fit into your overall financial roadmap.
Here's to a fantastic school year ahead! To your kids' backpacks staying organized for at least a day or two and may the joys of completed homework be yours all year long. Wishing you all a happy and safe school year. 📚
Here's to a fantastic school year ahead! To your kids' backpacks staying organized for at least a day or two and may the joys of completed homework be yours all year long. Wishing you all a happy and safe school year. 📚
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
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. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Get in touch to set up an RESP for your child. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
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. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Get in touch to set up an RESP for your child. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
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.
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With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Let’s connect to discuss your strategy. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Let’s connect to discuss your strategy. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense
Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s how to choose the right coverage. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Script: Let's help make your freelance dreams financially sustainable
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We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.
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.
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.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Watch video
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With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
1. Spend
2. Save
3. Share
This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in. Call 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.