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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.

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/stephen.welscher/
📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
The holidays can be stressful. If you’re feeling the financial crunch, book some time to discuss your holiday budget.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
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.
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Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
November is Financial Literacy Month. It’s the perfect time for a financial checkup. Reach out to set up some time to discuss your family’s finances.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher

* Certain terms and conditions may apply.
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher

#WealthTransfer #FinancialLegacy #SolidStrategies
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!
This fall, let’s investigate health insurance that protects you and what you love most.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
This spooky season, I can help you take the fear out of your finances.

🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
Former Bank of Canada official Paul Beaudry sees jumbo rate cut in October

Former Bank of Canada official Paul Beaudry sees jumbo rate cut in October

Former Bank of Canada official Paul Beaudry sees jumbo rate cut in October
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It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher

#financialgoals
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability

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