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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.

The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes several key measures related to tax cuts and incentives, federal benefits, and support for workers.

To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!

https://www.sunlife.ca/en/investments/market/canada-federal-budget/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
- Reviewing your 2025 goals and celebrate your wins
- Assessing your financial position and tax situation
- Identifying areas for growth and improvement in 2026
- Starting to set realistic goals for the new year

Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#BusinessPlanning #YearEndReview #2026Goals
Boo! 👻

This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.

💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#HappyHalloween #FinancialTreats
Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#WealthManagement #FinancialRoadmap
To all the dedicated small business owners: Your passion and resilience drive our communities. We salute your spirit and hard work in turning your dreams into reality.

Sun Life supports you with:
- Customized financial solutions
- Protection advice
- Resources for growth

Your success is our success. Let's build a brighter future together!
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#CanadianSmallBusiness
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

Want to sit down and review your insurance needs? Contact me today:
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
Watch video
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#SunLifeOnePlan #FinancialSecurity
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/

Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes

Prepare for your family's future. Need some guidance? Let's connect.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#EstatePlanning #FinancialManagement #FinancialRoadmap
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#WealthPreservation #InnovativeFinance
Did you know that scammers often target retirees and older adults? 🤔 Common scams include:
• Phone scams
• Identity theft
• Investment scams

What can you do to protect yourself or someone close to you? Find out in this article from Sun Life! There are more fraud prevention tips to help protect what you and your loved ones have worked hard to build. 🔒

https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#SunLifeOnePlan #BusinessPlanning #BusinessOwner
FREE WEBINAR 🚨 Reviewing your financial roadmap | Oct 16, 12 p.m. ET

When it comes to money, is your energy focused mostly on your day-to-day finances? That’s okay but it is important for you to also build the right financial plan that can help guide you through your financial journey.

Join this free webinar to:
-Learn about the importance of having a financial plan
-Learn how to build a financial roadmap that is right for you
-Learn ways to minimize taxes

Register here >>> https://sunlife.zoom.us/webinar/register/1617339376365/WN_I8dVPoD3Trms5vIBt69DQA#/registration
Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.

https://www.sunlife.ca/en/investments/market/2025-q3-update/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.
Let’s chat.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#RetirementPlanning #FinancialFreedom #SunLifeCanada
The RESP – Who really owns it?

The RESP – Who really owns it?

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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.
Read article
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#SunLifeOnePlan #Insurance #YourWealth

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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.