Stay ahead with knowledge
The more you understand, the easier planning becomes. Explore insights on investing, retirement, insurance and tax strategies so you can take your next steps with confidence.
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. ๐
Ready to save? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Ready to save? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. ๐
Ready to save? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Ready to save? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.
We can help secure your future together. Let us know how we can help.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
We can help secure your future together. Let us know how we can help.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.
We can help secure your future together. Let us know how we can help.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
We can help secure your future together. Let us know how we can help.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, letโs connect and talk about your options.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, letโs connect and talk about your options.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/rrsp-calculator/
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Business owners, are you so focused on your company that your personal finances have been put on hold?
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Thoughtful planning ensures your assets reach the right people at the right time โ with minimal tax impact.
Key considerations include:
- Estate planning strategies
- Tax-efficient wealth transfer
- Protecting family harmony
- Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Key considerations include:
- Estate planning strategies
- Tax-efficient wealth transfer
- Protecting family harmony
- Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Thoughtful planning ensures your assets reach the right people at the right time โ with minimal tax impact.
Key considerations include:
- Estate planning strategies
- Tax-efficient wealth transfer
- Protecting family harmony
- Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Key considerations include:
- Estate planning strategies
- Tax-efficient wealth transfer
- Protecting family harmony
- Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Today, we celebrate families. Whether related by blood or by choice, family is about the connections that sustain us.
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Today, we celebrate families. Whether related by blood or by choice, family is about the connections that sustain us.
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Take a moment to cherish those special bonds and create lasting memories. Wishing you a day filled with love and togetherness.
Happy Family Day!
Building wealth is about more than growing your money โ it's about creating lasting financial security.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Building wealth is about more than growing your money โ it's about creating lasting financial security.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Strategic planning can help you make the most of housing transitions.
Have you considered:
- Capital gains implications?
- Mortgage protection during transition?
- Investment of home equity?
- Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
#RetirementPlanning #Retirement
Have you considered:
- Capital gains implications?
- Mortgage protection during transition?
- Investment of home equity?
- Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
#RetirementPlanning #Retirement
Strategic planning can help you make the most of housing transitions.
Have you considered:
- Capital gains implications?
- Mortgage protection during transition?
- Investment of home equity?
- Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
#RetirementPlanning #Retirement
Have you considered:
- Capital gains implications?
- Mortgage protection during transition?
- Investment of home equity?
- Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
#RetirementPlanning #Retirement
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults โ a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults โ a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
#RetirementPlanning #SunLifeOnePlan
Watch video
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Life changes, goals evolve and your estate plan should too.
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
What does your dream retirement look like? Letโs talk about how we can put the pieces in place to help make that happen.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
What does your dream retirement look like? Letโs talk about how we can put the pieces in place to help make that happen.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Reach out to start your journey!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.
Reach out to start your journey!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Reach out to start your journey!
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
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.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Reach out to discuss how we can help you build a brighter future for both you and your company.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
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.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Reach out to discuss how we can help you build a brighter future for both you and your company.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
If thereโs one thing thatโs guaranteed, itโs that life is unpredictable. Letโs talk about how Sun Life can help you get prepared for whatever life brings.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Watch video
Itโs a clichรฉ for a reason โ you feel at peace knowing youโve done what you can to plan for their future. Letโs talk about how I can help you plan to protect your familyโs financial future.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Itโs a clichรฉ for a reason โ you feel at peace knowing youโve done what you can to plan for their future. Letโs talk about how I can help you plan to protect your familyโs financial future.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
March 2 is the deadline to contribute to your RRSP for 2025 taxes. Find out how we can help maximize your retirement savings.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
March 2 is the deadline to contribute to your RRSP for 2025 taxes. Find out how we can help maximize your retirement savings.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
I can help you plan for the unexpected. Talk to me to find out how critical illness insurance can help.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Watch video
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
โ๏ธ 587-701-7106
๐ https://advisor.sunlife.ca/symphony.financial.solutions/
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: Whatโs 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. Youโll 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: Whatโs 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. Youโll 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: Whatโs 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. Youโll 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: Whatโs 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. Youโll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
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.