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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.
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What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
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How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
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Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Reach out to us at 709-589-3361 or email adams.financial@sunlife.com for more details.
Certain terms and conditions may apply. Reach out to us at 709-589-3361 or email adams.financial@sunlife.com for more details.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Reach out to us at 709-589-3361 or email adams.financial@sunlife.com for more details.
Certain terms and conditions may apply. Reach out to us at 709-589-3361 or email adams.financial@sunlife.com for more details.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment. #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment. #FinancialSecurity #FamilyFirst
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how we can help you build the wealth that supports your dreams. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how we can help you build the wealth that supports your dreams. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. We're here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. We're here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat! Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about. Call our office at 709-589-3361 or email adams.financial@sunlife.com to schedule your appointment.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us at 709-589-3361 or adams.financial@sunlife.com to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us at 709-589-3361 or adams.financial@sunlife.com to understand more about this flexible account and how it could work for you.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
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