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Let’s work together towards your financial goals while protecting what matters most to you.

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.

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?

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.

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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

Don’t assume your child will be your caregiver as you age, expert warns

As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about where they will live and who will take care of them in their old age, as those decisions are more complicated than they may appear.

Read article

Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan

Bank of Canada cuts interest rates to combat slowing economy - MoneySense

The Bank of Canada lowers its interest rate to 2.5%, aiming to boost growth amid economic weakness, with more cuts possible depending on inflation and trade.

Read article

A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
📧ron.sutherland@sunlife.com
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
📧ron.sutherland@sunlife.com
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.

You’re busy, but taking the time to assess your finances during these times is important.

Reach out and we can create a financial roadmap.
📧ron.sutherland@sunlife.com
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.
📧ron.sutherland@sunlife.com
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#WealthManagement #FinancialRoadmap #SunLifeOnePlan

When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

Have questions?

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

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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.