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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.
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.
Reach out to discuss how we can help you build a brighter future for both you and your company.
Reach out to discuss how we can help you build a brighter future for both you and your company.
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
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
您的健康目标进展如何？请记住，点滴积累终将促成巨大改变。您的保险计划或许能提供相关资源，助您稳步推进目标。让我们共同检视您的保障方案。
您的健康目标进展如何？请记住，点滴积累终将促成巨大改变。您的保险计划或许能提供相关资源，助您稳步推进目标。让我们共同检视您的保障方案。
Exercise May Reduce Depression Symptoms As Much As Therapy and Antidepressants
A large research review suggests that exercise can reduce symptoms of depression and may be just as effective as therapy and antidepressants.https://advisor.sunlife.ca/steven.zhang
How Much Do 401(k) Loans Set Back Retirement Saving?
Increased plan contribution rate may lessen the impact of 401(k) loans on saving, according to the Pension Research Council.https://advisor.sunlife.ca/steven.zhang
L’argent et le bonheur | Six réflexes financiers à avoir en janvier
Si on peut le faire, c’est préférable de contribuer et d’investir d’un coup en janvier aux comptes enregistrés. https://advisor.sunlife.ca/steven.zhang
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/
Unemployment rate jumps to 6.8% in December despite job gain - Daily Commercial News
OTTAWA — Statistics Canada says a boost in the number of people looking for work in December drove the unemployment rate higher at the end of the year.https://advisor.sunlife.ca/steven.zhang
Top Six Client Questions
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, 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.
It's never too late - a huge 50-year study just revealed the key to slowing down ageing
There's no way to stop ourselves from getting older, but there are ways to control how well we age and to improve our long-term health.https://advisor.sunlife.ca/steven.zhang
Ready to take on every challenge
Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/steven.zhang
*Terms and conditions apply
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/steven.zhang
*Terms and conditions apply
Watch video
AI’s Second Act and How to Capitalize On It | CI Global Asset Management
Boost your knowledge with this helpful article.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html
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.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html
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.
Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
https://www.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.html
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.
https://www.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.html
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.
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
RRSP Ready: What’s Shaping the 2026 Investment Landscape?
Tuesday, January 20, 2026, 12 p.m. ET
Take a comprehensive look at the 2026 RRSP season along with notable market and economic forces shaping investor decisions. Professionals from the BMO Global Asset Management team will cover current macro trends, rate expectations and asset class themes. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/steven.zhang
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/steven.zhang
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
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/steven.zhang
Let me know how I can help! https://advisor.sunlife.ca/steven.zhang
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/steven.zhang
Let me know how I can help! https://advisor.sunlife.ca/steven.zhang
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/steven.zhang
https://advisor.sunlife.ca/steven.zhang
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/steven.zhang
https://advisor.sunlife.ca/steven.zhang
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.