Stay informed
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.
Registered retirement savings plan (RRSP)—the facts | Manulife Investments
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.manulifeim.com/retail/ca/en/viewpoints/retirement-planning/registered-retirement-savings-plans-rrsp-the-facts
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.manulifeim.com/retail/ca/en/viewpoints/retirement-planning/registered-retirement-savings-plans-rrsp-the-facts
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.
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
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. Call me at 306-502-5610! https://advisor.sunlife.ca/sherilyn.pile/
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. Call me at 306-502-5610! https://advisor.sunlife.ca/sherilyn.pile/
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. 🍂
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. Call me at 306-502-5610!
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out to me at 306-502-5610 if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out to me at 306-502-5610 if you'd like to discuss strategies that could support your legacy goals.
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/sherilyn.pile/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/sherilyn.pile/
Running a farm means planning for the seasons ahead. But have you considered how your family and business would manage if life took an unexpected turn?
An illness, injury or loss can create challenges that affect both the people you care about and the farm you've worked hard to build.
Life and health insurance can play an important role in helping protect your family's financial well-being, support ongoing operations, and provide greater confidence for the future.
Learn more about how coverage may fit into your farm's long-term plan. Reach me at 306-502-5610-I can help. https://www.sunlife.ca/en/insurance/business/
An illness, injury or loss can create challenges that affect both the people you care about and the farm you've worked hard to build.
Life and health insurance can play an important role in helping protect your family's financial well-being, support ongoing operations, and provide greater confidence for the future.
Learn more about how coverage may fit into your farm's long-term plan. Reach me at 306-502-5610-I can help. https://www.sunlife.ca/en/insurance/business/
Private savings are key to improving Canada’s retirement income system | Investment Executive
Retirement income is about more than government benefits and workplace pensions. As Canadians live longer and face rising costs, personal savings are becoming an increasingly important part of the retirement picture.
This article explores why modernizing retirement policies and encouraging private savings could help strengthen Canadians' financial future.
This article explores why modernizing retirement policies and encouraging private savings could help strengthen Canadians' financial future.
This 3-Stock TFSA Plan Gets Harder to Catch Up on Every Year You Wait
Five years of TFSA procrastination can quietly cost you hundreds of thousands, because you’re losing time for compounding.
For those celebrating, Rosh Hashanah marks a time of reflection and new beginnings. Wishing you and your loved ones health, happiness and a meaningful year ahead.
Shana Tova.
Shana Tova.
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Reach me at 306-502-5610-Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/sherilyn.pile/
Have questions about your investment strategy?
Reach me at 306-502-5610-Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/sherilyn.pile/
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/sherilyn.pile/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/sherilyn.pile/
Health insurance and retirement planning
Retirement planning is about more than replacing income. Many Canadians are surprised to learn that expenses such as dental care, vision care, hearing aids, prescription drugs and home care may not be fully covered in retirement.
As Canadians live longer, planning for future health-care costs is becoming an important part of building a retirement strategy that can stand the test of time.
Have you considered how health-related expenses may fit into your retirement plan?
https://www.investmentexecutive.com/news/product/health-insurance-and-retirement-planning-2/?oly_enc_id=9907H7411278F4D
As Canadians live longer, planning for future health-care costs is becoming an important part of building a retirement strategy that can stand the test of time.
Have you considered how health-related expenses may fit into your retirement plan?
https://www.investmentexecutive.com/news/product/health-insurance-and-retirement-planning-2/?oly_enc_id=9907H7411278F4D
Gen Z life insurance coverage nearly doubles: survey
More young Canadians are recognizing the importance of financial protection.
A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://www.investmentexecutive.com/news/gen-z-life-insurance-coverage-nearly-doubles-survey/
If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to me at 306-502-5610 for a chat.
A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://www.investmentexecutive.com/news/gen-z-life-insurance-coverage-nearly-doubles-survey/
If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to me at 306-502-5610 for a chat.
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to me at 306-502-5610 to start planning your next chapter on your terms. https://advisor.sunlife.ca/sherilyn.pile/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to me at 306-502-5610 to start planning your next chapter on your terms. https://advisor.sunlife.ca/sherilyn.pile/
Join us on Thursday, October 8, 2026 for the Women in Wealth Networking Event in Winnipeg.
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: Thursday, October 8, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Niakwa Country Club (620 Niakwa Rd, Winnipeg, MB R2J 2X3)
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8975213/Empowering-Women-in-Wealth-Winnipeg
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: Thursday, October 8, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Niakwa Country Club (620 Niakwa Rd, Winnipeg, MB R2J 2X3)
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8975213/Empowering-Women-in-Wealth-Winnipeg
September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you.
Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs. Call me at 306-502-5610! https://advisor.sunlife.ca/sherilyn.pile/
#LifeInsurance #LifeInsuranceAwarenessMonth
Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs. Call me at 306-502-5610! https://advisor.sunlife.ca/sherilyn.pile/
#LifeInsurance #LifeInsuranceAwarenessMonth
Pride is a powerful reminder of the importance of inclusion, respect and authenticity in our workplaces, communities and everyday lives.
Together, we can help create a future where everyone feels seen, supported and empowered.
🏳️🌈 ✊
Together, we can help create a future where everyone feels seen, supported and empowered.
🏳️🌈 ✊
Labour Day is a chance to recognize the dedication that drives our communities forward.
Wishing you a well-deserved break and time to recharge for what’s ahead.
Wishing you a well-deserved break and time to recharge for what’s ahead.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.