Stay informed

What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide

Wills, Care And Tough Talks: A Mother’s Day Financial Planning Guide

Discover how to support your mom in planning for the future with practical advice on estate, legal, and care decisions.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
How to take a tax-smart approach to long-term savings

How to take a tax-smart approach to long-term savings

How to take a tax-smart approach to long-term savings

Contact us to book your virtual appointment. www.sunlife.ca/stephen.welscher
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
What every woman needs to know about investing

What every woman needs to know about investing

Empower yourself with easy-to-understand resources and learn more about the financial industry. Today on International Women’s Day, and every day, recognize the importance of physical and financial well-being for women.


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.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.