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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.
Do you pay the correct tax on wages? Most Canadians don't even check
Nobody likes losing money, but what if it was happening consistently month after month?
For millions of Canadians, that could be the case but they wouldn’t even know because they never check deductions from their paycheques for tax, insurance, and pension contributions, according to a new report.
For millions of Canadians, that could be the case but they wouldn’t even know because they never check deductions from their paycheques for tax, insurance, and pension contributions, according to a new report.
📢 TFSA alert: The 2025 contribution limit is $7,000!
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Chat with one of our Advisors about your financial goals!
#TFSA #FinancialGoals
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Chat with one of our Advisors about your financial goals!
#TFSA #FinancialGoals
📢 TFSA alert: The 2025 contribution limit is $7,000!
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Chat with one of our Advisors about your financial goals!
#TFSA #FinancialGoals
💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.
Questions? Chat with one of our Advisors about your financial goals!
#TFSA #FinancialGoals
What Trudeau's resignation will mean for Canada's economy
What Trudeau's resignation will mean for Canada's economy
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
Posthaste: Why a weak Canadian dollar won't stop the Bank of Canada from cutting rates
Posthaste: Why a weak Canadian dollar won't stop the Bank of Canada from cutting rates
Designing a Fulfilling Retirement: How Working with a Financial Advisor Can Help You Redefine Your Retirement | CI Global Asset Management
Empower yourself this year, with easy-to-understand resources and learn more about the financial industry.
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.
You might live to 100. Do you have enough wealth to get there?
You might live to 100. Do you have enough wealth to get there?
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/silver.path/
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan. https://advisor.sunlife.ca/silver.path/
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Economists expect modest decline in June inflation, paving way for July Bank of Canada cut
Economists are confident the data will show inflation resumed its downward trajectory after a surprise jump
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Majority of millennials are afraid they won’t have enough money in retirement — here's what they need to know
Majority of millennials are afraid they won’t have enough money in retirement — here's what they need to know
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started.
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started.
The gender health gap and its impact on working women in Canada | Benefits Canada.com
The gender health gap and its impact on working women in Canada
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Join the Financial Solutions for Kids (of all ages) webinar to learn about protection solutions for children.
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Join the Financial Solutions for Kids (of all ages) webinar to learn about protection solutions for children.
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.