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SMART goals

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/sherilyn.pile
Retirees: Supplement Your CPP Payments With These 2 Dividend Stocks

Retirees: Supplement Your CPP Payments With These 2 Dividend Stocks

CPP alone is not enough for Canadian retirees. Here is a way to create a supplement CPP that helps you meets your expenses.
Best Dividend Stocks to Buy Now for Canadian Investors

Best Dividend Stocks to Buy Now for Canadian Investors

Are you worried about a market pullback in November? Here are three defensive dividend stocks to both protect and grow your portfolio.
Sun Life expands further into Canadian wealth management | Investment Executive

Sun Life expands further into Canadian wealth management | Investment Executive

Check out Sun Life’s new investment dealer, Sun Life Canada Securities Inc., and the business’s journey in the Canadian financial landscape. Read the full story: https://www.investmentexecutive.com/brand-knowledge_/sun-life/sun-life-expands-further-into-canadian-wealth-management/
May your holidays be merry and your new year be filled with family, fun and financial health.

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