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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.
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.
Spring into savings with Sun Life! I’m excited to announce TWO special offers designed to help you protect what matters most.
Get 10% off permanent life insurance when bundled with term, PLUS get cash back on critical illness coverage. Available now through July 31. Let's explore your options together!
Get 10% off permanent life insurance when bundled with term, PLUS get cash back on critical illness coverage. Available now through July 31. Let's explore your options together!
Spring into savings with Sun Life! I’m excited to announce TWO special offers designed to help you protect what matters most.
Get 10% off permanent life insurance when bundled with term, PLUS get cash back on critical illness coverage. Available now through July 31. Let's explore your options together!
Get 10% off permanent life insurance when bundled with term, PLUS get cash back on critical illness coverage. Available now through July 31. Let's explore your options together!
Life can be complicated, but your protection doesn't have to be. Our special offers help you build coverage for multiple scenarios: term insurance for high-obligation years, permanent insurance for your legacy, and critical illness insurance for unexpected health events. Plus, you'll save money doing it.
Let's create your complete protection package!
Let's create your complete protection package!
Life can be complicated, but your protection doesn't have to be. Our special offers help you build coverage for multiple scenarios: term insurance for high-obligation years, permanent insurance for your legacy, and critical illness insurance for unexpected health events. Plus, you'll save money doing it.
Let's create your complete protection package!
Let's create your complete protection package!
How Much Should a 20-Year-Old Canadian Have in Their TFSA to Retire?
Start building wealth with your TFSA at 20. Understand how investment choices can secure your financial future without taxes.https://advisor.sunlife.ca/sherilyn.pile
What the Average Canadian TFSA Looks Like at 50 – and 3 Stocks That Could Help You Catch Up
Turning 50? Discover how the TFSA can enhance your retirement planning and help secure your financial future.
https://advisor.sunlife.ca/sherilyn.pile
https://advisor.sunlife.ca/sherilyn.pile
Time is running out! Our spring protection offers end July 31, 2026. Lock in your 10% lifetime discount on permanent life insurance when bundled with term, and get cash back on critical illness coverage. Don't miss this opportunity to help secure comprehensive protection at a great value. Reach out today!
Time is running out! Our spring protection offers end July 31, 2026. Lock in your 10% lifetime discount on permanent life insurance when bundled with term, and get cash back on critical illness coverage. Don't miss this opportunity to help secure comprehensive protection at a great value. Reach out today!
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today at 306-502-5610!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today at 306-502-5610!
Dreaming of owning your first home? You might not know all the tools available to help you get there.
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today at 306-502-5610!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today at 306-502-5610!
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. Reach me at 306-502-5610.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. Reach me at 306-502-5610.
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. Reach me at 306-502-5610.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you. Reach me at 306-502-5610.
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Calgary.
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, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
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, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Calgary.
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, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
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, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
10 Years Until Retirement? Here Are 5 Investing Rules to Follow
If you're planning to retire in 10 years, it's critical to get your financial house in order. These five investing rules will help make sure you're on the right track.https://advisor.sunlife.ca/sherilyn.pile
Today we observe National Patriots' Day, honoring the important historical legacy of the 1837-1838 patriots and the role they played in Quebec's story.
As we recognize this significant day of observance, it's a good reminder to take time for what matters most — building security and opportunity for ourselves and those we care about.
#JournéeNationaledesesPatriotes #QuébécUnique
As we recognize this significant day of observance, it's a good reminder to take time for what matters most — building security and opportunity for ourselves and those we care about.
#JournéeNationaledesesPatriotes #QuébécUnique
Today we observe National Patriots' Day, honoring the important historical legacy of the 1837-1838 patriots and the role they played in Quebec's story.
As we recognize this significant day of observance, it's a good reminder to take time for what matters most — building security and opportunity for ourselves and those we care about.
#JournéeNationaledesesPatriotes #QuébécUnique
As we recognize this significant day of observance, it's a good reminder to take time for what matters most — building security and opportunity for ourselves and those we care about.
#JournéeNationaledesesPatriotes #QuébécUnique
Serious illness shouldn't mean financial stress. Purchase critical illness insurance now and receive cash back on your first year of premiums: 25% back on adult policies (3 months) or 50% back on child policies (6 months). Get in touch so we can talk about your options. Offer ends July 31, 2026.
Serious illness shouldn't mean financial stress. Purchase critical illness insurance now and receive cash back on your first year of premiums: 25% back on adult policies (3 months) or 50% back on child policies (6 months). Get in touch so we can talk about your options. Offer ends July 31, 2026.
How Does Your TFSA Stack Up Against the Average Canadian at 30?
Are you also among the Canadians neglecting to unlock the true potential of their TFSAs? Here’s a look at the average 30-year-old’s TFSA.
https://advisor.sunlife.ca/sherilyn.pile
https://advisor.sunlife.ca/sherilyn.pile
This May, we celebrate Asian Heritage Month, recognizing that Asian history is woven into the fabric of our country. For over 200 years, Asian communities have helped shaped business, economics, sports and culture across Canada.
We're committed to supporting diverse voices and fostering financial security and opportunity for everyone. Learn more about inclusion at Sun Life: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#AsianHeritageMonth
We're committed to supporting diverse voices and fostering financial security and opportunity for everyone. Learn more about inclusion at Sun Life: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#AsianHeritageMonth
This May, we celebrate Asian Heritage Month, recognizing that Asian history is woven into the fabric of our country. For over 200 years, Asian communities have helped shaped business, economics, sports and culture across Canada.
We're committed to supporting diverse voices and fostering financial security and opportunity for everyone. Learn more about inclusion at Sun Life: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#AsianHeritageMonth
We're committed to supporting diverse voices and fostering financial security and opportunity for everyone. Learn more about inclusion at Sun Life: https://www.sunlife.ca/en/about-us/inclusion-at-sunlife/
#AsianHeritageMonth
Looking for lasting protection and lasting savings? When you purchase term and permanent life insurance together, you'll receive an instant 10% discount on your permanent insurance premiums that continues for the lifetime of your policy. Start saving from day one while helping secure your family's future and your legacy. Let’s chat!
Looking for lasting protection and lasting savings? When you purchase term and permanent life insurance together, you'll receive an instant 10% discount on your permanent insurance premiums that continues for the lifetime of your policy. Start saving from day one while helping secure your family's future and your legacy. Let’s chat!
This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.
Happy #VictoriaDay long weekend!
Happy #VictoriaDay long weekend!
This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.
Happy #VictoriaDay long weekend!
Happy #VictoriaDay long weekend!
Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helping you focus on recovery instead of financial stress. Whether you're supporting a loved one or managing personal expenses, having protection in place is invaluable. Let's talk!-reach me at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile
Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helping you focus on recovery instead of financial stress. Whether you're supporting a loved one or managing personal expenses, having protection in place is invaluable. Let's talk!-reach me at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? Call me at 306-502-5610! https://advisor.sunlife.ca/sherilyn.pile
Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? Call me at 306-502-5610! https://advisor.sunlife.ca/sherilyn.pile
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