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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.
Planning through change: Building financial resilience for women's nonlinear lives
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Planning through change: Building financial resilience for women's nonlinear lives
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
Monday, March 9, 12 p.m. ET
In this webinar you can learn:
• Strategies to build a flexible financial roadmap that can adapt to life's transitions
• How scenario planning can test your financial resilience and build confidence
• Tools to integrate emotional well-being with financial security for today and tomorrow
Don't miss this chance to gain valuable insights that can help support your financial future >>> https://sunlife.zoom.us/webinar/register/1517696925424/WN_1GMNDAJ4TNGqYoSK4jrUvw
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/sdr
https://advisor.sunlife.ca/sdr
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/sdr
https://advisor.sunlife.ca/sdr
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/sdr
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/sdr
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/sdr
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/sdr
Most Canadians say inflation negatively impacting retirement plans: BMO survey | Investment Executive
Nearly a third of respondents don’t know how long their money will last.https://advisor.sunlife.ca/sdr
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!
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!
Can personality change after 60? An eight-week program suggests it can
Younger and older adults alike are able to adopt new socio-emotional behaviors. Even older adults benefit from a personality intervention aimed at handling stress and challenging social situations. https://advisor.sunlife.ca/sdr
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/sdr
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/sdr
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/sdr
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/sdr
Two Soup Ingredients That’ll Boost Your Immunity
These simple add-ins are versatile, healthy, and delicious.
https://advisor.sunlife.ca/sdr
https://advisor.sunlife.ca/sdr
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.
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.
As we enter the holy month of Ramadan, may it bring you peace, prosperity and spiritual growth.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
As we enter the holy month of Ramadan, may it bring you peace, prosperity and spiritual growth.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
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.
We can help secure your future together. Let us know how we can help.
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.
We can help secure your future together. Let us know how we can help.
From rates to AI: Insights from Jurrien Timmer - January 26, 2026
Dive into expert insights on building and preserving wealth in today’s economic landscape.
ttps://www.fidelity.ca/en/insights/articles/timmer-global-macro-view-jan26/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
ttps://www.fidelity.ca/en/insights/articles/timmer-global-macro-view-jan26/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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.
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.
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!
May this new year bring you good energy, swift success, harmony and happiness.
Happy Lunar New Year!
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!
May this new year bring you good energy, swift success, harmony and happiness.
Happy Lunar New Year!
Canada 2026 Outlook: Competitive Advantages Underpin a Brighter Outlook | Vanguard Canada
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.vanguard.ca/en/insights/canada-outlook
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.vanguard.ca/en/insights/canada-outlook
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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/sdr
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/sdr
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/sdr
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/sdr
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Strategic planning can help you make the most of housing transitions.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/sdr
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/sdr
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/sdr
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/sdr
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
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