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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.
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Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
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Better Transparency for Your 2026 Financial Journey
As we kick off 2026, there is a positive shift happening in the investment industry that I want to highlight: Total Cost Reporting (TCR).
What does this mean for you?
Starting this year, your investment reporting will become more transparent. By the time you receive your 2026 year-end statements in early 2027, you’ll see a full breakdown of the "all-in" costs of your investments.
The important takeaway:
1. 🚫 No new fees: These aren't new costs; they are simply the internal fund expenses that have always existed, now brought into clear view.
2. 📈 Better clarity: You get a 360-degree view of your portfolio costs and value.
3. 🤝 Same partnership: My commitment to your goals and the service I provide remains unchanged.
Transparency is the foundation of trust in financial planning. If you have questions about what this looks like for your specific accounts, let’s chat!
#WealthManagement #FinancialAdvisor #Transparency #TotalCostReporting #FinancialPlanning2026
As we kick off 2026, there is a positive shift happening in the investment industry that I want to highlight: Total Cost Reporting (TCR).
What does this mean for you?
Starting this year, your investment reporting will become more transparent. By the time you receive your 2026 year-end statements in early 2027, you’ll see a full breakdown of the "all-in" costs of your investments.
The important takeaway:
1. 🚫 No new fees: These aren't new costs; they are simply the internal fund expenses that have always existed, now brought into clear view.
2. 📈 Better clarity: You get a 360-degree view of your portfolio costs and value.
3. 🤝 Same partnership: My commitment to your goals and the service I provide remains unchanged.
Transparency is the foundation of trust in financial planning. If you have questions about what this looks like for your specific accounts, let’s chat!
#WealthManagement #FinancialAdvisor #Transparency #TotalCostReporting #FinancialPlanning2026
Better Transparency for Your 2026 Financial Journey
As we kick off 2026, there is a positive shift happening in the investment industry that I want to highlight: Total Cost Reporting (TCR).
What does this mean for you?
Starting this year, your investment reporting will become more transparent. By the time you receive your 2026 year-end statements in early 2027, you’ll see a full breakdown of the "all-in" costs of your investments.
The important takeaway:
1. 🚫 No new fees: These aren't new costs; they are simply the internal fund expenses that have always existed, now brought into clear view.
2. 📈 Better clarity: You get a 360-degree view of your portfolio costs and value.
3. 🤝 Same partnership: My commitment to your goals and the service I provide remains unchanged.
Transparency is the foundation of trust in financial planning. If you have questions about what this looks like for your specific accounts, let’s chat!
#WealthManagement #FinancialAdvisor #Transparency #TotalCostReporting #FinancialPlanning2026
As we kick off 2026, there is a positive shift happening in the investment industry that I want to highlight: Total Cost Reporting (TCR).
What does this mean for you?
Starting this year, your investment reporting will become more transparent. By the time you receive your 2026 year-end statements in early 2027, you’ll see a full breakdown of the "all-in" costs of your investments.
The important takeaway:
1. 🚫 No new fees: These aren't new costs; they are simply the internal fund expenses that have always existed, now brought into clear view.
2. 📈 Better clarity: You get a 360-degree view of your portfolio costs and value.
3. 🤝 Same partnership: My commitment to your goals and the service I provide remains unchanged.
Transparency is the foundation of trust in financial planning. If you have questions about what this looks like for your specific accounts, let’s chat!
#WealthManagement #FinancialAdvisor #Transparency #TotalCostReporting #FinancialPlanning2026
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
#EducationSavings #RESPTips
#EducationSavings #RESPTips
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.
#EducationSavings #RESPTips
#EducationSavings #RESPTips
🌞 Hello and good day, investors!
Let’s talk about what truly impacts your investment returns...
When thinking about returns, many say it’s all about fees...
But there’s an even bigger factor at play.
👉 BEHAVIOUR!
How you act during market ups and downs makes the biggest difference. The real risk? Abandoning your sensible plan at the exact moment you should stay the course.
Long-term gains come to those who weather uncertainty, not those chasing every market swing.
Feeling uneasy about the markets?
That’s not a sign of failure—it means you’re engaged in the process.
Goal: Don’t let discomfort drive your decisions.
Focus on solid investments, reasonable costs, a long time horizon—and most importantly...
Keep reviewing regularly and stay disciplined when it matters most.
Your future self will thank you!
#InvestmentWisdom #StayTheCourse #LongTermThinking
Let’s talk about what truly impacts your investment returns...
When thinking about returns, many say it’s all about fees...
But there’s an even bigger factor at play.
👉 BEHAVIOUR!
How you act during market ups and downs makes the biggest difference. The real risk? Abandoning your sensible plan at the exact moment you should stay the course.
Long-term gains come to those who weather uncertainty, not those chasing every market swing.
Feeling uneasy about the markets?
That’s not a sign of failure—it means you’re engaged in the process.
Goal: Don’t let discomfort drive your decisions.
Focus on solid investments, reasonable costs, a long time horizon—and most importantly...
Keep reviewing regularly and stay disciplined when it matters most.
Your future self will thank you!
#InvestmentWisdom #StayTheCourse #LongTermThinking
🌞 Hello and good day, investors!
Let’s talk about what truly impacts your investment returns...
When thinking about returns, many say it’s all about fees...
But there’s an even bigger factor at play.
👉 BEHAVIOUR!
How you act during market ups and downs makes the biggest difference. The real risk? Abandoning your sensible plan at the exact moment you should stay the course.
Long-term gains come to those who weather uncertainty, not those chasing every market swing.
Feeling uneasy about the markets?
That’s not a sign of failure—it means you’re engaged in the process.
Goal: Don’t let discomfort drive your decisions.
Focus on solid investments, reasonable costs, a long time horizon—and most importantly...
Keep reviewing regularly and stay disciplined when it matters most.
Your future self will thank you!
#InvestmentWisdom #StayTheCourse #LongTermThinking
Let’s talk about what truly impacts your investment returns...
When thinking about returns, many say it’s all about fees...
But there’s an even bigger factor at play.
👉 BEHAVIOUR!
How you act during market ups and downs makes the biggest difference. The real risk? Abandoning your sensible plan at the exact moment you should stay the course.
Long-term gains come to those who weather uncertainty, not those chasing every market swing.
Feeling uneasy about the markets?
That’s not a sign of failure—it means you’re engaged in the process.
Goal: Don’t let discomfort drive your decisions.
Focus on solid investments, reasonable costs, a long time horizon—and most importantly...
Keep reviewing regularly and stay disciplined when it matters most.
Your future self will thank you!
#InvestmentWisdom #StayTheCourse #LongTermThinking
January doesn't have to be gloomy! Take charge of your money and boost your mood. Whether it's creating a new savings goal or reviewing your investments, small steps can lead to big financial wins.
Let me know how I can help! https://advisor.sunlife.ca/spencer.johnston/
Let me know how I can help! https://advisor.sunlife.ca/spencer.johnston/
January doesn't have to be gloomy! Take charge of your money and boost your mood. Whether it's creating a new savings goal or reviewing your investments, small steps can lead to big financial wins.
Let me know how I can help! https://advisor.sunlife.ca/spencer.johnston/
Let me know how I can help! https://advisor.sunlife.ca/spencer.johnston/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/spencer.johnston/
https://advisor.sunlife.ca/spencer.johnston/
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/spencer.johnston/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/spencer.johnston/
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/spencer.johnston/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/spencer.johnston/
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/spencer.johnston/
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/spencer.johnston/
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/spencer.johnston/
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/spencer.johnston/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/spencer.johnston/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/spencer.johnston/
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/spencer.johnston/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/spencer.johnston/
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
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