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Most Canadians still avoid AI, turn to professionals for insurance and financial planning: survey
A new survey from Primerica Canada finds that 68% of middle-income Canadians avoid using AI for personal financial tasks, while those working with licensed professionals achieve higher financial preparedness, with 51% receiving an A or B grade, compared to 30% of households without such support.
Crystal Balls and Spreadsheets
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Event Details
Date: November 4, 2025
Time: 5:30 pm – 7:30 pm
Location: The Vancouver Club, 915 W Hastings St., Vancouver
Register today - https://survey.alchemer.com/s3/8452448/Empowering-Women-in-Wealth-Vancouver
Find out how Sun Life empowers and supports women advisors.
Event Details
Date: November 4, 2025
Time: 5:30 pm – 7:30 pm
Location: The Vancouver Club, 915 W Hastings St., Vancouver
Register today - https://survey.alchemer.com/s3/8452448/Empowering-Women-in-Wealth-Vancouver
Find out how Sun Life empowers and supports women advisors.
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You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations. Reach me at 306-502-5610!
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations. Reach me at 306-502-5610!
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Take supplements? This simple lifestyle habit keeps vitamin D levels topped up in autumn - and costs nothing
With summer officially over, many of us will start to reach for vitamin D supplements, but a new study suggests there's a way to keep levels topped up for free.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
• Enjoy lunch in a stunning venue
Event Details
• Date: October 17, 2025
• Time: 11:30 AM – 2:00 PM
• Location: Sun Life Global Headquarters, 35th Floor, 1 York St., Toronto
Don't miss this incredible opportunity to network, learn, and grow in your career.
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8452394/Empowering-Women-in-Wealth-Toronto
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
• Enjoy lunch in a stunning venue
Event Details
• Date: October 17, 2025
• Time: 11:30 AM – 2:00 PM
• Location: Sun Life Global Headquarters, 35th Floor, 1 York St., Toronto
Don't miss this incredible opportunity to network, learn, and grow in your career.
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8452394/Empowering-Women-in-Wealth-Toronto
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
• Enjoy lunch in a stunning venue
Event Details
• Date: October 17, 2025
• Time: 11:30 AM – 2:00 PM
• Location: Sun Life Global Headquarters, 35th Floor, 1 York St., Toronto
Don't miss this incredible opportunity to network, learn, and grow in your career.
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8452394/Empowering-Women-in-Wealth-Toronto
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
• Enjoy lunch in a stunning venue
Event Details
• Date: October 17, 2025
• Time: 11:30 AM – 2:00 PM
• Location: Sun Life Global Headquarters, 35th Floor, 1 York St., Toronto
Don't miss this incredible opportunity to network, learn, and grow in your career.
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8452394/Empowering-Women-in-Wealth-Toronto
Burnout Paradox: When Saving The World Destroys The People Doing It
Organizations dedicated to improving lives often systematically erode the well-being of the people delivering that impact. In purpose-driven environments, saying "no" feels like a moral failure. However, achieving your mission at the expense of your team's health isn't a noble sacrifice—it's strategic self-sabotage.
As Yom Kippur begins, we extend our warmest wishes to those observing this holy day. May this time of reflection bring you peace, forgiveness and spiritual growth.
To those fasting, may it be easy and meaningful. To all celebrating, we wish you "G'mar Chatima Tova" - may you be sealed in the Book of Life for a good year.
To those fasting, may it be easy and meaningful. To all celebrating, we wish you "G'mar Chatima Tova" - may you be sealed in the Book of Life for a good year.
As Yom Kippur begins, we extend our warmest wishes to those observing this holy day. May this time of reflection bring you peace, forgiveness and spiritual growth.
To those fasting, may it be easy and meaningful. To all celebrating, we wish you "G'mar Chatima Tova" - may you be sealed in the Book of Life for a good year.
To those fasting, may it be easy and meaningful. To all celebrating, we wish you "G'mar Chatima Tova" - may you be sealed in the Book of Life for a good year.
Emerging markets return to favour
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
7 high-protein seeds nutritionists recommend for energy, gut health and more
From hemp to chia, these high-protein seeds can boost energy, improve digestion and support muscle and hormone health.
Canadian markets are on a historic run. Can it continue?
Dive into expert insights on building and preserving wealth in today’s economic landscape.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat-reach me at 306-502-5610.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat-reach me at 306-502-5610.
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat-reach me at 306-502-5610.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat-reach me at 306-502-5610.
The Canadian Stock That Could Be Your Best Inflation Hedge
Gold stocks can be a prime option for investors during periods of high interest and inflation, so let's look at the best.
Personal Finance To Public Good: How Financial Literacy Creates Impact
The journey to financial empowerment begins with individuals, but its true power lies in how it transforms communities.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Why Attend?
• Keynote address by Sylvie Fréchette, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: October 7, 2025,
• Time: 5:30 pm – 7:30 pm
• Location: Sun Life Building, 7th Floor 1155, rue Metcalfe, Montréal (Québec)
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8427262/Empowering-Women-in-Wealth-Montreal
Why Attend?
• Keynote address by Sylvie Fréchette, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: October 7, 2025,
• Time: 5:30 pm – 7:30 pm
• Location: Sun Life Building, 7th Floor 1155, rue Metcalfe, Montréal (Québec)
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8427262/Empowering-Women-in-Wealth-Montreal
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Why Attend?
• Keynote address by Sylvie Fréchette, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: October 7, 2025,
• Time: 5:30 pm – 7:30 pm
• Location: Sun Life Building, 7th Floor 1155, rue Metcalfe, Montréal (Québec)
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8427262/Empowering-Women-in-Wealth-Montreal
Why Attend?
• Keynote address by Sylvie Fréchette, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: October 7, 2025,
• Time: 5:30 pm – 7:30 pm
• Location: Sun Life Building, 7th Floor 1155, rue Metcalfe, Montréal (Québec)
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
Register now to reserve your spot: https://survey.alchemer.com/s3/8427262/Empowering-Women-in-Wealth-Montreal
Is buying a home in Canada even worth it or should you just rent? | Urbanized
To rent or to buy a home in Canada? If you’re a millennial living in this country, that may be the big question in your life right now. With the Bank of Canada recently cutting its key interest rate for the third time, and housing prices in some major cities forecasted to decrease sharply by the end of the year, you may be weighing your options. Despite the softening housing market, the cost-of-living crisis persists. So, is it really worth buying a home in Canada, or are there benefits to being a renter? Daily Hive spoke with Thuy Lam, a certified financial planner and money coach based in Toronto. She offers advice-only financial planning, which means that she can remain completely objective because she’s not selling any financial products.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Event Details
Date: October 7, 2025,
Time: 5:30 pm – 7:30 pm
Location: Sun Life Building, 7th Floor 1155, rue Metcalfe, Montréal (Québec)
Register today -
https://survey.alchemer.com/s3/8427262/Empowering-Women-in-Wealth-Montreal
Discover empowering options to grow your practice and plan for succession and beyond.
The right partner makes all the difference.
Event Details
Date: October 7, 2025,
Time: 5:30 pm – 7:30 pm
Location: Sun Life Building, 7th Floor 1155, rue Metcalfe, Montréal (Québec)
Register today -
https://survey.alchemer.com/s3/8427262/Empowering-Women-in-Wealth-Montreal
Discover empowering options to grow your practice and plan for succession and beyond.
The right partner makes all the difference.
Watch video
Redefining Retirement with Human-Centric Planning
Join host Ryan Nauman on Zephyr's Adjusted for Risk Podcast as he sits down with Frank Legan, financial advisor at SEIA, for an insightful conversation.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out to me at 306-502-5610 for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out to me at 306-502-5610 for advice that looks at the full picture.
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out to me at 306-502-5610 for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out to me at 306-502-5610 for advice that looks at the full picture.
It's time to turn your retirement dreams into reality.
Reach out to me now at 306-502-5610 to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out to me now at 306-502-5610 to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
It's time to turn your retirement dreams into reality.
Reach out to me now at 306-502-5610 to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
Reach out to me now at 306-502-5610 to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
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