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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.

Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in-contact me at 306-502-5610!
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in-contact me at 306-502-5610!

Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together. Reach me at 306-502-5610. #RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together. Reach me at 306-502-5610. #RetirementPlanning #RRSP #RRIF

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to me today at 306-502-5610 to discuss how you can protect your business.
Get in touch today to me today at 306-502-5610 to discuss how you can protect your business.

How to estimate when your money will double – ‘The rule of 72’
Check out this new resource I found!
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.
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.

Think again! Sun Life's Term Insurance for Diabetes offers a higher chance of approval compared to conventional life insurance and affordable premiums. Don't miss your chance to win $5,000 in the monthly contest. Contact me to apply and learn how Sun Life is changing insurance for people living with diabetes.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.
#FinancialSecurity #DiabetesSupport
*Certain terms and conditions apply.

Peek into the financial future of 2025. Join our free webinar with Dynamic Funds on Tuesday, July 15 at 12 p.m. ET.
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration
Topics include:
• Economic trends shaping markets
• Impact of interest rates & tech volatility
• Strategies to navigate uncertainty
Take charge in this changing financial landscape. Register now and turn market challenges into opportunities. https://sunlife.zoom.us/webinar/register/9717458466753/WN_f6SdUmIlSw2vvpeuLNW_8Q#/registration

Enter the Diabetes Protect to Win Contest! Here's how:
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.
1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities
Ready to get started?
*Certain terms and conditions apply. Contact me for more information.

Surprising study finds this workout adds 10 years to your life – and it’s not running or weight training
While you probably know that running can reduce all-cause mortality by improving your cardiovascular health, and weight training can do so by preserving muscle mass, and metabolic and bone health, science shows they’re not quite as effective as another form of movement when it comes to living a long and healthy life: tennis.
Exciting news! Sun Life launched a new GenAI-powered Notes Assistant tool for advisors.
Powered by GenAI, this tool efficiently and safely summarizes Client meetings and outlines action items. As an advisor, this allows me to spend less time taking notes, and more time on what matters most – helping Clients achieve lifetime financial security and live healthier lives.
This is one example of how Sun Life is embracing the power of technology to make life brighter for advisors and Clients.
Want to learn how this can benefit your financial journey? Let's chat about your goals and how I can help you achieve them. Reach me at 306-502-5610.
Transcript: Say hello to Sun Life’s new Notes Assistant created for advisors powered by GenAI. Key features: Meeting summaries, Action items, Draft emails. 100% of advisors saved over 15 minutes per meeting. 65% of advisors saved over 30 minutes per meeting. Harnessing GenAI so advisors can spend less time on note taking and more time helping Clients achieve lifetime financial security and live healthier lives.
Powered by GenAI, this tool efficiently and safely summarizes Client meetings and outlines action items. As an advisor, this allows me to spend less time taking notes, and more time on what matters most – helping Clients achieve lifetime financial security and live healthier lives.
This is one example of how Sun Life is embracing the power of technology to make life brighter for advisors and Clients.
Want to learn how this can benefit your financial journey? Let's chat about your goals and how I can help you achieve them. Reach me at 306-502-5610.
Transcript: Say hello to Sun Life’s new Notes Assistant created for advisors powered by GenAI. Key features: Meeting summaries, Action items, Draft emails. 100% of advisors saved over 15 minutes per meeting. 65% of advisors saved over 30 minutes per meeting. Harnessing GenAI so advisors can spend less time on note taking and more time helping Clients achieve lifetime financial security and live healthier lives.
Watch video

What is a recession and what does it mean for you
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
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. Contact me at 36-502-5610 to discuss!
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. Contact me at 36-502-5610 to discuss!

Been declined before? Sun Life's Term Insurance for Diabetes is different. We understand your unique needs and offer a higher chance of approval. Apply now to enter the $5,000 monthly giveaway and get the coverage you deserve. #DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
*Certain terms and conditions apply. Contact me for more information.

From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track. You can reach me at 306-502-5610.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track. You can reach me at 306-502-5610.
#RetirementPlanning #CanadianTravel

Financial planning to help raise a child with a disability - It's Your Money
Raising a child with a disability comes with deep rewards—but also unique financial challenges. In Canada, while some support systems exist, the long-term financial needs of children with disabilities can be significant.

Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting
-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away
Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness! #WeddingSeason #SmartBudgeting

Wedding season can take a hit on your budget. Don't let a summer of celebrating love break the bank. Let’s talk about smart financial strategies so you can enjoy celebrating with loved ones while staying on budget. Get in touch today at 306-502-5610.

Wedding season can take a hit on your budget. Don't let a summer of celebrating love break the bank. Let’s talk about smart financial strategies so you can enjoy celebrating with loved ones while staying on budget. Get in touch to me today at 306-502-5610.
#WeddingSeason #SmartBudgeting
#WeddingSeason #SmartBudgeting

It’s Canadian Multiculturalism Day! Let's continue fostering a Canada where all cultures are respected and celebrated. ❤️🧡💛💚💙
#CanadianMulticulturalismDay #CelebrateCanada
#CanadianMulticulturalismDay #CelebrateCanada
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more details and tips reach me at 306-502-5610.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more details and tips reach me at 306-502-5610.
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It’s Canadian Multiculturalism Day! Let's continue fostering a Canada where all cultures are respected and celebrated. ❤️🧡💛💚💙
#CanadianMulticulturalismDay #CelebrateCanada
#CanadianMulticulturalismDay #CelebrateCanada

Put your cash to work with short-term fixed income ETFs
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, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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