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.

4 Canadian Stocks to Own When Markets Get Nervous

Markets get nervous when uncertainty rises faster than confidence. Recession fears, sticky inflation, unexpected geopolitical shocks, or simply higher volatility that makes future earnings harder to forecast — any of these can trigger a rotation out of highly leveraged, cyclical, or story-driven stocks and into businesses with steadier demand, stronger balance sheets, and more predictable cash generation. If you’re an investor looking to steady a portfolio when volatility picks up, here are four TSX stocks worth considering.https://advisor.sunlife.ca/sdr

Read article

'The bids just dried right up': Iran-driven oil shock ripples through Canadian economy

A global supply shock triggered by war in the Middle East is rippling through Canada’s economy, pushing up costs for farmers, businesses and consumers even as surging energy prices boost the outlook for oil and gas producers and fuel exporters. https://advisor.sunlife.ca/sdr

Read article

Cardiovascular Disease: Menopause Before Age 40 Linked to Higher Risk

Premature menopause has been linked to a higher risk of coronary artery disease. https://advisor.sunlife.ca/sdr

Read article

Spring is here, and so is home buying season! 🏡

Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.

Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/sdr

#HomeBuyingSeason #DreamHome #RealEstateGoals

Myth busting, investment style.

Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.

But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.

Follow along to find out how these funds could benefit your investment portfolio!

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/sdr

#SunLifeOnePlan #TFSA #RRSP

Be prepared for whatever your next chapter brings. I can help you reach your financial goals.

Watch video

As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/sdr

#CanadianBusiness #TaxPlanning #IncomeTaxes

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/sdr

#SunLifeOnePlan

A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/sdr

Life unfolds in unexpected ways, and we can help you be ready for whatever comes. From small dunks to varsity-level plays, every moment counts.

As the proud life insurance partner of the Toronto Raptors, we know the importance of a solid game plan, on and off the court.

Ready to plan for life? Learn more about our partnership and how we can help protect what matters most: https://www.sunlifehealthyyou.com/

Watch video

5 Really Good Reasons to Take a Walk in the Cold

Not only can you get access to vitamin D in some areas, but cold-weather walks have also been linked to longevity and better mental health.https://advisor.sunlife.ca/sdr

Read article

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/

We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/sdr

Sugary Drinks Linked to 34% Increase in Anxiety, Researchers Say

A new study has linked sugar-sweetened beverages to anxiety symptoms in young people. https://advisor.sunlife.ca/sdr

Read article

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/sdr

#SunLifeOnePlan

Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.

You don't need the luck of the Irish for a strong financial future - just smart planning! Let's review your strategy to ensure you're on the right path to reaching your pot of gold.

Happy St. Patrick’s Day to those who celebrate! ☘️

https://advisor.sunlife.ca/sdr

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

On International Women's Day, we honour women's achievements and our commitment to advancing their financial security and wellness.

Every person's journey to wealth, health and well-being is unique. Many factors, including gender, race and age can impact and shape the trajectory of our lives.

When women are empowered, more opportunities arise across our communities. Learn what steps you can take to help you get closer to your financial independence: https://www.sunlife.ca/en/empowering-women-wealth-health-financial-security/

#EmpowerHer #IWD2026 #InternationalWomensDay

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