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.

🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
📞(587) 701-7106
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Managing estate planning and tax implications in cottage ownership: Insights from Jacqueline Power - September 24, 2025

Managing estate planning and tax implications in cottage ownership: Insights from Jacqueline Power - September 24, 2025

Access helpful resources on financial knowledge developed by professionals in the industry.

https://www.fidelity.ca/en/insights/articles/insights-from-jacqueline-power-sept24/

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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As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
- Review and update your estate plan
- Explore tax-efficient wealth transfer options
- Discuss your values and wishes with loved ones
- Consider charitable giving strategies
- Evaluate the benefits of trusts for asset protection

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
One of the biggest benefits of life insurance? Peace of mind. Plus, until December 31, I can help you save on your first year of coverage with Sun Life’s limited-time offer. Let’s connect and I can show you how.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#SnowbirdLife #Retirement #SunLifeCanada
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#CyberSecurity #CyberMonday #SunLifeCanada
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?

That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#DiabetesAwarenessMonth #FinancialWellness
Did you know that 1 in 3 Canadians are living with diabetes or prediabetes?

That’s why Sun Life offers specialized life insurance options designed for individuals with type 1 or type 2 diabetes.

Want to learn more? Let's connect to discuss your insurance needs and how Sun Life solutions can support your health journey.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

You can also learn more about Sun Life Term Insurance for Diabetes here: https://www.sunlife.ca/en/insurance/life/term-insurance-for-diabetes/

#DiabetesAwarenessMonth #DiabetesAwareness #SunLifeCanada
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
As the leaves change, maybe your tax strategy should as well.

Here's an autumn action plan to consider:
- Harvest tax losses to offset gains 📉
- Max out your TFSA contributions 💰
- Review your charitable giving strategy 🎁
- Explore income splitting opportunities 👥
- Consider prescribed rate loans for family members 💸

Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/

#TaxPlanning #SunLifeCanada
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.

Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.


#RemembranceDay #LestWeForget
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/

Have questions?

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

Let's connect
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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.