Stay informed

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

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.

Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/scott.beck

#SunLifeOnePlan

I can help you plan for the unexpected. Talk to me to find out how critical illness insurance can help.

Scott.beck@sunlife.com

Watch video

From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/scott.beck

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/scott.beck

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.

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/scott.beck

It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.

Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/scott.beck

Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/scott.beck

How Gen Z is redefining retirement strategies

Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.

Read article

High ultra-processed food diets linked to 47% higher cardiovascular disease risk

Ultra-processed foods (UPFs) are industrially modified products loaded with added fats, sugars, starches, salts and chemical additives like emulsifiers. From sodas to snacks and processed meats, these foods are stripped of natural nutrients. UPFs introduce many ingredients that our bodies have never encountered. In the United States today, UPFs make up nearly 60% of adults' and 70% of children's diets.
https://advisor.sunlife.ca/scott.beck

Read article

Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.

Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.

Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/scott.beck

Wishing a happy and prosperous Year of the Horse!

May this new year bring you good energy, swift success, harmony and happiness.

Happy Lunar New Year!

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