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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.

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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Brain health: Poor sleep linked to faster brain aging

People with poor sleep have brain ages that are an average of 1 year older than their chronological age, a new study has found.

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Ready for life's next big adventure? 🎓🏠🏖️

From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.

Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).

Let's chat and get you covered! Contact me at 306-502-5610

*Terms and conditions apply (because, you know, fine print and all)

Sleep patterns linked to variation in health, cognition, lifestyle and brain organization

Researchers led by Aurore Perrault at Concordia University, Canada and Valeria Kebets at McGill University, Canada, have used a complex data-driven analysis to uncover relationships among multiple aspects of sleep and individual variation in health, cognition, and lifestyle.

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Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/

Shifting strategies for retirement income

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

The 3-exercise routine to keep you mobile into your 80s, according to a PT

No heavy lifting, no gym required. Just three simple moves that help you stay strong, flexible, and independent as you age.

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