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Let’s work together towards your financial goals while protecting what matters most to you.

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.

Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/shady.youssef

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/shady.youssef

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Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/shady.youssef

🔍 Myth buster: Think segregated funds are only for retirees? Think again!

Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:

- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities

Don't let age define your investment strategy. Let's explore if segregated funds are right for you!

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/shady.youssef

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'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/shady.youssef

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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/shady.youssef

#SunLifeOnePlan #TFSA #RRSP

Join us in Toronto for a Women in Wealth event. Designed for wealth advisors, this event will feature industry insights, includes lunch and 1 CE credit hour.

Event Details
• Date: April 28, 2026
• Time: 11:30 AM – 2:30 PM
• Location: 1 York St, 22 Floor

Space is limited. Register now to reserve your spot
https://survey.alchemer.com/s3/8739398/Empowering-Women-in-Wealth-Toronto

Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.

Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.

Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton

Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton

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

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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/shady.youssef

#CanadianBusiness #TaxPlanning #IncomeTaxes

Greater clarity on the main risks to the market

Dive into expert insights on building and preserving wealth in today’s economic landscape.

https://www.invesco.com/ca/en/insights/greater-clarity-risks-market.html

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.

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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/shady.youssef

#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/shady.youssef

Your biggest milestones deserve protection. 💛

Help protect the life you’re building with Sun Life: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/

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/shady.youssef

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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/

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/shady.youssef

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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/shady.youssef

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