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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.

It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
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🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance

Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade

Certain terms and conditions may apply. Contact me for more information.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.

#EntrepreneurLife #LifeInsurance

*Certain terms and conditions may apply. Contact me for more information.
This February, we celebrate Black History Month in Canada! It’s a time to honour the rich contributions and achievements of Black Canadians throughout our nation's history.

https://advisor.sunlife.ca/sean.seifer/connect/
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst

*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.

#WealthProtection

*Certain terms and conditions may apply. Contact me for more information.
Money aligned means your relationship will stand the test of time... But seriously, it's critically important to discuss joint savings goals, retirement planning, and building wealth together. It's just as important to get the right advice. Happy Valentine's Day - because nothing says 'I love you' like a secure financial future! #ValentinesDay

https://advisor.sunlife.ca/sean.seifer/

https://action.sunlife.ca/AppointmentRendezvous/s/?AID=St2ws2zFgQdYkAkVpSSiaXsJgVgJgwf7DyTf9D077rI%3D&language=en_CA
Don’t forget to show your finances some love this Valentine's Day! 💖💰 Let's chat about how I can help you build the wealth that supports your dreams.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.

Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!

#TaxStrategy #BusinessOwners #FinancialAdvice
How can you get ahead of a potential disability?

1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals

Reach out and let’s create a plan that you feel confident about.
2025 is the Year of the Wood Snake. The Wood element introduces qualities of growth and adaptability, openeing the doors for personal development and new opportunities!

Xin Nian Kuai Le
Canadians with an advisor gain 2x more assets over time.* Skip the DIY stress and use guidance to seize opportunities. I'm here to help create your personalized path to worry-free financial success. Partner right.

#InvestmentGrowth #PartnerRight #SunLife

*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.

#WealthProtection #FinancialRoadmap
Happy Year of the snake! 2025 Marks the Year of the Wood Snake in the Chinese zodiac, beginning today, January 29th.

The Snake symbolizes wisdom, intuition, and transformation, embodying the ability to shed its skin and renew istelf. Are you shedding your 2024 skin for a bigger and brighter 2025?

Gong Xi Fa Cai
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.

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