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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.
How to create a budget
The holidays are just around the corner, and so are the expenses that come with them.
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.
Need a bit of inspiration? Polish up on your budgeting skills here https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-create-a-budget/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Five things to watch for in the Canadian business world in the coming week
Five things to watch for in the Canadian business world in the coming week: Alberta referendum Albertans vote on Monday on 10 referendum questions including whether or not to hold a binding referendum on the province leaving Canada.
Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Happy Small Business Week!
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
Happy Small Business Week!
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
Behind every small business is a story of passion, determination and hard work.
This week, we celebrate the entrepreneurs who help strengthen our communities and drive innovation across Canada.
Thank you for all that you do.
#SmallBusinessWeek #Entrepreneurship
Markets continued to move higher in Q3, with Canadian and U.S. equities reaching new record highs. While investors remain mindful of factors such as inflation, geopolitical tensions and trade disruptions, strong corporate earnings and ongoing economic growth helped support market confidence.
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to us at 306-502-5610 set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to us at 306-502-5610 set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Markets continued to move higher in Q3, with Canadian and U.S. equities reaching new record highs. While investors remain mindful of factors such as inflation, geopolitical tensions and trade disruptions, strong corporate earnings and ongoing economic growth helped support market confidence.
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to us at 306-502-5610 set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to us at 306-502-5610 set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Personal health insurance
Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all. Call us at 306-502-5610 for more details.
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Life and critical illness insurance can provide important financial protection for your family and your future. While unexpected health events are difficult to anticipate, the right coverage can help reduce financial stress during recovery.
Life insurance provides your loved ones with financial security when you're gone. Critical illness insurance offers a lump-sum benefit if you're diagnosed with one of 26 covered illnesses and conditions — money you can use for medical expenses, mortgage payments or whatever matters most to you during recovery.
Until December 31, 2026, eligible Clients can receive a 10% premium discount on Sun Critical Illness Insurance for life when you combine it with eligible life insurance coverage. * https://advisor.sunlife.ca/sherilyn.pile/
Life insurance provides your loved ones with financial security when you're gone. Critical illness insurance offers a lump-sum benefit if you're diagnosed with one of 26 covered illnesses and conditions — money you can use for medical expenses, mortgage payments or whatever matters most to you during recovery.
Until December 31, 2026, eligible Clients can receive a 10% premium discount on Sun Critical Illness Insurance for life when you combine it with eligible life insurance coverage. * https://advisor.sunlife.ca/sherilyn.pile/
Life and critical illness insurance can provide important financial protection for your family and your future. While unexpected health events are difficult to anticipate, the right coverage can help reduce financial stress during recovery.
Life insurance provides your loved ones with financial security when you're gone. Critical illness insurance offers a lump-sum benefit if you're diagnosed with one of 26 covered illnesses and conditions — money you can use for medical expenses, mortgage payments or whatever matters most to you during recovery.
Until December 31, 2026, eligible Clients can receive a 10% premium discount on Sun Critical Illness Insurance for life when you combine it with eligible life insurance coverage. * https://advisor.sunlife.ca/sherilyn.pile/
Life insurance provides your loved ones with financial security when you're gone. Critical illness insurance offers a lump-sum benefit if you're diagnosed with one of 26 covered illnesses and conditions — money you can use for medical expenses, mortgage payments or whatever matters most to you during recovery.
Until December 31, 2026, eligible Clients can receive a 10% premium discount on Sun Critical Illness Insurance for life when you combine it with eligible life insurance coverage. * https://advisor.sunlife.ca/sherilyn.pile/
Build confidence for the financial decisions ahead.
Market insights and disability planning: key considerations for Canadians
Thursday, October 15, 2026, at 12 p.m. ET
Join representatives from Mackenzie Investments for a timely discussion about the markets, the Canadian economy and an important area of financial strategy that’s often overlooked: disability planning.
In this complimentary webinar, you’ll:
• Learn about the economic and market trends shaping the year ahead
• Understand financial, tax and government benefit considerations for disability planning
• Discover how the Registered Disability Savings Plan, grants and bonds can help support long-term financial goals
Register here:
https://sunlife.zoom.us/webinar/register/6617891441602/WN_9lqmxRtSSOW60xXCGr140g#/registration
Market insights and disability planning: key considerations for Canadians
Thursday, October 15, 2026, at 12 p.m. ET
Join representatives from Mackenzie Investments for a timely discussion about the markets, the Canadian economy and an important area of financial strategy that’s often overlooked: disability planning.
In this complimentary webinar, you’ll:
• Learn about the economic and market trends shaping the year ahead
• Understand financial, tax and government benefit considerations for disability planning
• Discover how the Registered Disability Savings Plan, grants and bonds can help support long-term financial goals
Register here:
https://sunlife.zoom.us/webinar/register/6617891441602/WN_9lqmxRtSSOW60xXCGr140g#/registration
Build confidence for the financial decisions ahead.
Market insights and disability planning: key considerations for Canadians
Thursday, October 15, 2026, at 12 p.m. ET
Join representatives from Mackenzie Investments for a timely discussion about the markets, the Canadian economy and an important area of financial strategy that’s often overlooked: disability planning.
In this complimentary webinar, you’ll:
• Learn about the economic and market trends shaping the year ahead
• Understand financial, tax and government benefit considerations for disability planning
• Discover how the Registered Disability Savings Plan, grants and bonds can help support long-term financial goals
Register here:
https://sunlife.zoom.us/webinar/register/6617891441602/WN_9lqmxRtSSOW60xXCGr140g#/registration
Market insights and disability planning: key considerations for Canadians
Thursday, October 15, 2026, at 12 p.m. ET
Join representatives from Mackenzie Investments for a timely discussion about the markets, the Canadian economy and an important area of financial strategy that’s often overlooked: disability planning.
In this complimentary webinar, you’ll:
• Learn about the economic and market trends shaping the year ahead
• Understand financial, tax and government benefit considerations for disability planning
• Discover how the Registered Disability Savings Plan, grants and bonds can help support long-term financial goals
Register here:
https://sunlife.zoom.us/webinar/register/6617891441602/WN_9lqmxRtSSOW60xXCGr140g#/registration
What's your biggest concern when it comes to life insurance?
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you. Call us at 36-502-5610!
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you. Call us at 36-502-5610!
What's your biggest concern when it comes to life insurance?
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you. Call us at 36-502-5610!
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you. Call us at 36-502-5610!
Preparing for retirement often focuses on savings, investments and income. But a serious illness can bring expenses and challenges that even the best plans may not anticipate.
A strong financial roadmap considers both the future you want and the unexpected events that could occur. Plan and save this fall. Get a 10% premium discount on CII for life when bundled with a qualifying life insurance policy. *
Let's explore whether this limited-time bundle offer is right for you. {Smart post}
*Terms and conditions apply
A strong financial roadmap considers both the future you want and the unexpected events that could occur. Plan and save this fall. Get a 10% premium discount on CII for life when bundled with a qualifying life insurance policy. *
Let's explore whether this limited-time bundle offer is right for you. {Smart post}
*Terms and conditions apply
Preparing for retirement often focuses on savings, investments and income. But a serious illness can bring expenses and challenges that even the best plans may not anticipate.
A strong financial roadmap considers both the future you want and the unexpected events that could occur. Plan and save this fall. Get a 10% premium discount on CII for life when bundled with a qualifying life insurance policy. *
Let's explore whether this limited-time bundle offer is right for you. {Smart post}
*Terms and conditions apply
A strong financial roadmap considers both the future you want and the unexpected events that could occur. Plan and save this fall. Get a 10% premium discount on CII for life when bundled with a qualifying life insurance policy. *
Let's explore whether this limited-time bundle offer is right for you. {Smart post}
*Terms and conditions apply
Canadian business owners are navigating a rapidly changing business environment. For many owners, that means building resilience is crucial to success.
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
Canadian business owners are navigating a rapidly changing business environment. For many owners, that means building resilience is crucial to success.
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
MYTH: You need to be an insurance expert to understand universal life.
REALITY: It’s simpler than you may think. Universal life insurance combines coverage for life with a savings component, called a policy fund, that may grow over time.
Curious about the details? Let’s connect-call me at 306-502-5610!
REALITY: It’s simpler than you may think. Universal life insurance combines coverage for life with a savings component, called a policy fund, that may grow over time.
Curious about the details? Let’s connect-call me at 306-502-5610!
MYTH: You need to be an insurance expert to understand universal life.
REALITY: It’s simpler than you may think. Universal life insurance combines coverage for life with a savings component, called a policy fund, that may grow over time.
Curious about the details? Let’s connect-call me at 306-502-5610!
REALITY: It’s simpler than you may think. Universal life insurance combines coverage for life with a savings component, called a policy fund, that may grow over time.
Curious about the details? Let’s connect-call me at 306-502-5610!
What would happen if a serious illness interrupted your ability to earn an income or manage your responsibilities?
Protecting your future means considering both the people who depend on you and your own financial wellbeing. For a limited time, secure 10% lower premiums when you bundle critical illness insurance with life insurance. * Get in touch before December 31, 2026, to explore if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
Protecting your future means considering both the people who depend on you and your own financial wellbeing. For a limited time, secure 10% lower premiums when you bundle critical illness insurance with life insurance. * Get in touch before December 31, 2026, to explore if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
What would happen if a serious illness interrupted your ability to earn an income or manage your responsibilities?
Protecting your future means considering both the people who depend on you and your own financial wellbeing. For a limited time, secure 10% lower premiums when you bundle critical illness insurance with life insurance. * Get in touch before December 31, 2026, to explore if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
Protecting your future means considering both the people who depend on you and your own financial wellbeing. For a limited time, secure 10% lower premiums when you bundle critical illness insurance with life insurance. * Get in touch before December 31, 2026, to explore if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
Universal Life Insurance
Life changes, and your financial goals may change too. See how universal life insurance may offer coverage for life, flexible payments and a way to build savings over time.
Could universal life insurance fit your needs? Let’s connect. https://advisor.sunlife.ca/sherilyn.pile/
Could universal life insurance fit your needs? Let’s connect. https://advisor.sunlife.ca/sherilyn.pile/
Watch video
Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/sherilyn.pile/
*Terms and conditions apply
Five things to watch for in the Canadian business world in the coming week
Five things to watch for in the Canadian business world in the coming week: Smith-Ford event Alberta Premier Danielle Smith and Ontario Premier Doug Ford will be at an event in Calgary talking about Canada’s economic future on Monday.
MYTH: Insurance and long-term savings must always be separate.
REALITY: Universal life insurance combines coverage for life with savings that can grow in a tax-preferred way inside your policy.
Could it work for you? Let’s talk-call me at 306-502-5610!
REALITY: Universal life insurance combines coverage for life with savings that can grow in a tax-preferred way inside your policy.
Could it work for you? Let’s talk-call me at 306-502-5610!
MYTH: Insurance and long-term savings must always be separate.
REALITY: Universal life insurance combines coverage for life with savings that can grow in a tax-preferred way inside your policy.
Could it work for you? Let’s talk-call me at 306-502-5610!
REALITY: Universal life insurance combines coverage for life with savings that can grow in a tax-preferred way inside your policy.
Could it work for you? Let’s talk-call me at 306-502-5610!
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect-call me at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect-call me at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile/
#SunLifeOnePlan #SunLife
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect-call me at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile/
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect-call me at 306-502-5610. https://advisor.sunlife.ca/sherilyn.pile/
#SunLifeOnePlan #SunLife
This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
Happy Thanksgiving! 🍂
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
Happy Thanksgiving! 🍂
This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
Happy Thanksgiving! 🍂
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
Happy Thanksgiving! 🍂
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/sherilyn.pile/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/sherilyn.pile/
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/sherilyn.pile/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/sherilyn.pile/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.