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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.

What the Average Canadian TFSA Looks Like at 50 – and 3 Stocks That Could Help You Catch Up

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
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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!
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.
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
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

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
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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
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?

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
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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
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!
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
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
Think comprehensive insurance protection is out of reach? Think again. Our spring offers make it easier and more affordable to cover all your bases. Save 10% on permanent life insurance, plus you can get cash back on critical illness insurance premiums.

Let's find the right solution for your needs!
The best time to protect your family is now. Lock in lifetime savings on permanent life insurance when bundled with term and get cash back on critical illness coverage. Gain peace of mind knowing you've secured comprehensive protection at great value. Offer ends July 31, 2026. Ready to get started?
Happy Mother's Day to the incredible women who give so much! 👩‍👧‍👦💕

Whether you're a mom, stepmom, grandmother, mentor or mother figure, today we celebrate YOU and everything you do.

#HappyMothersDay
This Mental Health Week, we're reminding you that your mental wellbeing is just as important as your physical health. 🧠💙

Did you know that financial stress is one of the leading causes of anxiety? When your finances are secure, your mind can rest more easily.

This week, prioritize your mental health by:
• Talking openly about your financial concerns
• Creating a realistic budget that reduces money stress
• Planning for your future with confidence
• Seeking support when you need it

Let's chat about building financial peace of mind together. https://advisor.sunlife.ca/sherilyn.pile

#MentalHealthWeek

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