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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.

As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.

How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.

🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

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How Much Do 401(k) Loans Set Back Retirement Saving?

Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.https://advisor.sunlife.ca/sdr

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L’argent et le bonheur | Six réflexes financiers à avoir en janvier

Si on peut le faire, c’est préférable de contribuer et d’investir d’un coup en janvier aux comptes enregistrés. https://advisor.sunlife.ca/sdr

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Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.

您的健康目标进展如何？请记住，点滴积累终将促成巨大改变。您的保险计划或许能提供相关资源，助您稳步推进目标。让我们共同检视您的保障方案。

New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/sdr

Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.

Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.

https://advisor.sunlife.ca/sdr

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/sdr

Ottawa pushes for policy changes to boost first-time homeownership

The federal government is moving forward with policies aimed at assisting first-time home buyers in the New Year.https://advisor.sunlife.ca/sdr

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‘List in the new year and sell by spring.’ Toronto-area home prices are set to drop in 2026 — and could wipe out six years of price gains

Toronto's real estate market today is reminiscent of the 1990s housing crash for Dan Cooper. https://advisor.sunlife.ca/sdr

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Q4 2025 market update: Hopes rising for interest rate cuts

Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/

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/sdr

Cost cutting is key for strengthening the homebuilding market

With Canada knee-deep in a housing crisis that's only expected to get worse, the cost of building new homes must be reduced.https://advisor.sunlife.ca/sdr

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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/sdr

Shop price inflation driven up by rising food costs

Food inflation increased to 3.3% in December, outstripping wider shop price inflation of 0.7%, according to newly published figures.https://advisor.sunlife.ca/sdr

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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/sdr

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/sdr

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