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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.

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/shady.youssef/

MYTH: Insurance and long-term savings must always be separate.

REALITY: Universal life insurance combines coverage for life with savings that can grow in a tax-preferred way inside your policy.

Could it work for you? Let’s talk.

MYTH: Life insurance is only about leaving money behind.

REALITY: Permanent life insurance can protect you for life and help you build savings over time.

Could it work for you? Let's connect. https://advisor.sunlife.ca/shady.youssef/

Knowledge can make a difference.

Breast Cancer Awareness Month is an opportunity to learn about risk factors, screening options and the importance of routine checkups. Taking proactive steps today can support better health tomorrow.

#BreastCancerAwarenessMonth #EarlyDetection

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/shady.youssef/

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/shady.youssef/

Inflation holds at 3%, but bond yields set the agenda

Clay Jarvis, NerdWallet Canada's financial expert, said in commentary sent to Wealth Professional that "persistently high gas prices have yet to infect the wider economy," and expects September's reading to be more volatile.

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The Weekly Review, August 3 to 7, 2026 - Statistics Canada

Employment increased by 75,000 (+0.4%) in July and the employment rate rose 0.1 percentage points to 60.9%. The unemployment rate declined 0.1 percentage points to 6.4%, the lowest rate since July 2024.

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Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/shady.youssef/

Five things to watch for in the Canadian business world in the coming week

Five things to watch for in the Canadian business world in the coming week: Smith-Ford event Alberta Premier Danielle Smith and Ontario Premier Doug Ford will be at an event in Calgary talking about Canada’s economic future on Monday.

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Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

August home sales down 6.9% as economic headwinds threaten market momentum: CREA

The Canadian Real Estate Association says home sales in August were down compared with a year ago as a fresh round of economic challenges threaten to dampen housing market momentum for the remainder of the year.

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Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

All eyes on Warsh as rate-hike fever spreads across G7 central banks - CMT News

Central banks from much of the Group of Seven face a pivotal week as mounting inflation risks heap pressure on them to raise interest rates.

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If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/shady.youssef/

Don’t assume your child will be your caregiver as you age, expert warns

As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about

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Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/shady.youssef/

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.

What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂

As the season changes, it’s a natural time to pause, reflect and adjust your plans. 🍂🍎 Small check-ins now can help you feel more prepared for the months ahead. If it’s been a while, let’s revisit your personal financial roadmap this season.

#AutumnEquinox #Autumn #FirstDayofFall

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