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SMART goals

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/shady.youssef
Social Security beneficiaries' tax bills may change due to recent legislation. What to know

Social Security beneficiaries' tax bills may change due to recent legislation. What to know

New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.https://advisor.sunlife.ca/shady.youssef
10 superfoods to boost a healthy diet - Harvard Health

10 superfoods to boost a healthy diet - Harvard Health

No single food — not even a superfood — can offer all the nutrition, health benefits, and energy we need to nourish ourselves. The 2015–2020 US Dietary Guidelines recommend healthy eating patterns, "combining healthy choices from across all food groups — while paying attention to calorie limits."https://advisor.sunlife.ca/shady.youssef
May your holidays be merry and your new year be filled with family, fun and financial health.
Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says

Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says

Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://advisor.sunlife.ca/shady.youssef
‘It really does work’ - Dr Amir Khan reveals 16-second breathing technique to alleviate stress

‘It really does work’ - Dr Amir Khan reveals 16-second breathing technique to alleviate stress

There’s no getting away from it - life is stressful. All of us experience times when life just feels harder, and sadly, stress has an impact on all aspects of our lives, from mood and sleep to appetite and relationships. Being able to recognise when you’re stressed and having some tools to help lower your cortisol levels is really important. One way that GP Dr Amir Khan thinks we can all help ourselves is by using breathing techniques. https://advisor.sunlife.ca/shady.youssef
Social Security beneficiaries' tax bills may change due to recent legislation. What to know

Social Security beneficiaries' tax bills may change due to recent legislation. What to know

New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.https://advisor.sunlife.ca/shady.youssef
Public sector rent rises to be linked to inflation

Public sector rent rises to be linked to inflation

Annual rent rises for tenants in social housing will be based on the Consumer Price Index next year.https://advisor.sunlife.ca/shady.youssef
Brighten lives with strategic giving

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/shady.youssef
Fat loss: Study finds diet, exercise combination may be most effective

Fat loss: Study finds diet, exercise combination may be most effective

A new study has found that improving both diet and exercise levels simultaneously may be more effective in preventing weight gain, especially belly fat.https://advisor.sunlife.ca/shady.youssef
The body trait that helps keep your brain young

The body trait that helps keep your brain young

Scientists discovered that more muscle and less hidden abdominal fat are linked to a younger biological brain age.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.