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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.

Did you know 1 in 3 Canadians lives with diabetes or prediabetes?

That's why Sun Life is here to support those managing diabetes. Let's connect-call me at 306-502-5610 to talk about how we can help provide peace of mind.

#DiabetesAwarenessMonth #FinancialWellness

Your home, your haven. Let's keep it that way. Help protect your mortgage and give your loved ones peace of mind with mortgage protection solutions.

Learn about flexible coverage options you can personalize to your needs. Reach me at 306-502-5610 I'm here to help.

https://www.sunlife.ca/en/insurance/mortgage-protection/

#MortgageProtection #FinancialSecurity

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As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat! -reach me at 306-502-5610.

#HolidayPrep #HealthyHolidays #SunLifeCanada

Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.

Could Sitting All Day Be as Harmful as Smoking? A Top Wellness Coach Shares Their Take

Sitting for hours on end may be silently damaging your health. Keen to know how to reduce the effects of sitting all day? Here, wellness experts explain.

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Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

#SnowbirdLife #Retirement #SunLifeCanada

A missing protein may hold key to rejuvenating aging blood cells

As our hair goes gray and our muscles weaken with age, our immune system also changes. In particular, the stem cells that become blood or immune cells can develop mutations, potentially leading to cancers or other dysfunctions.

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Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect-reach me at 306-502-5610.

#EstatePlanning #FinancialManagement #FinancialRoadmap

Want a stronger, healthier immune system? A new study shows this type of exercise is key

It slows immune ageing and boosts resilience.

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With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

#CyberSecurity #CyberMonday #SunLifeCanada

Eight Ways to Fit Workouts Into Your Busy Schedule

Exercise is undoubtedly good for us—research shows that it can boost our mood, our memory, and our physical health.

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Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️ Reach me at 306-502-5610!

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.

#RetirementPlanning #FinancialFreedom #SunLifeCanada

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today at 306-502-5610.

#SunLifeOnePlan #BusinessPlanning #BusinessOwner

Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free. I can help-call me at 306-502-5610!

With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want

Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

#DiabetesAwareness #DiabetesAwarenessMonth

In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect-reach me at 306-502-5610 to explore innovative tools to help safeguard and grow your assets.

#WealthPreservation #InnovativeFinance

Strong friendships may literally slow aging at the cellular level

Scientists discovered that lifelong social support can slow biological aging. Using DNA-based “epigenetic clocks,” they found that people with richer, more sustained relationships showed younger biological profiles and lower inflammation. The effect wasn’t about single friendships but about consistent connections across decades.

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5 distinct sleep profiles linked to different health factors

A new study has identified five distinct sleep profiles, linking brain activity and sleep quality with a number of different health and lifestyle outcomes.

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As the leaves change, maybe your tax strategy should as well.

Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸

Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.

#TaxPlanning #SunLifeCanada

Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today at 306-502-5610.

#SmallBusiness #CanadianBusiness #CanadianSmallBusiness

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