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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.

Canadians turning to travel for resilience and longevity
About three-quarters of Canadian travellers (74 per cent) believe vacations can help them build resilience to better handle the stresses of everyday life, according to travel app Skyscanner’s 2025 Travel Trends report. And about six in 10 Canadians are more mindful about their health and well-being while on vacation.

Meet Your Future Self: Embracing The ‘You’ In Retirement
Meet Your Future Self: Embracing The "You" In Retirement

Five tips to transform money into a tool instead of a temptation
Before spending, consider whether the money is for necessities, savings or a treat, and ensure that its purpose aligns with your priorities. Assigning a role to every dollar, such as for rent, future goals or fun, reduces aimless spending and transforms money into a tool instead of a temptation.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
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.

如果您不擅长自主理财,那么快来与我们合作吧。和我聊聊您的TFSA。
Life's full of unexpected turns. Protect your family with Sun Critical Illness Insurance and save on your first year. Get 3 months of premiums back for adults or 6 months for kids! Offer ends June 30. #FinancialSecurity #FamilyFirst
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

Canadians cutting spending, delaying purchases amid tariff turmoil: MNP survey
A survey suggests Canadians’ outlook for their personal finances has brightened even as they’ve taken steps to cut their expenses amid economic turmoil.

The FP Wealth Survey: How much does it take to be considered wealthy in Canada?
Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier.

Bank of Canada holds key rate steady amid trade war, economic uncertainty
The Bank of Canada left its benchmark interest rate unchanged Wednesday as it waits to get a clearer picture of how global trade uncertainty is going to impact the Canadian economy.

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