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.
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/scott.beck
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/scott.beck
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/scott.beck
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/scott.beck
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Ready to take on every challenge
Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/scott.beck
*Terms and conditions apply
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/scott.beck
*Terms and conditions apply
Watch video
INVESTMENTS WEBINAR | Building your wealth through investing
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
INVESTMENTS WEBINAR | Building your wealth through investing
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
I truly hope you had the opportunity to enjoy special moments during the holiday season. My dream is that throughout the year we create opportunities for stories and memories that we can cherish and reflect upon whenever we can. Special moments are not exclusive to the holidays, grab them as often as you can.
Happy New Year!
Happy New Year!
Watch video
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
So long 2025! Thank you for your continued trust and partnership. We look forward to working together in the coming year.
Happy New Year to you and yours!
Happy New Year to you and yours!
So long 2025! Thank you for your continued trust and partnership. We look forward to working together in the coming year.
Happy New Year to you and yours!
Happy New Year to you and yours!
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/scott.beck
https://advisor.sunlife.ca/scott.beck
As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your tomorrow starts today! Here’s to a prosperous year ahead.
As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your tomorrow starts today! Here’s to a prosperous year ahead.
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/scott.beck
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/scott.beck
Watch video
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/scott.beck
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/scott.beck
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/scott.beck
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/scott.beck
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/scott.beck
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/scott.beck
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/scott.beck
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/scott.beck
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/scott.beck
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/scott.beck
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/scott.beck
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/scott.beck
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/scott.beck
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/scott.beck
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/scott.beck
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/scott.beck
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.