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.

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Those who care for family members with Alzheimer's experience poorer health and increased cellular aging

Those who care for family members with Alzheimer's experience poorer health and increased cellular aging

Brittany Butts understands that for many families, Alzheimer's comes as a double burden. As a teenager, she watched not only her grandmother's mental decline from the disease but also her aunt's struggles as the primary caregiver.

https://advisor.sunlife.ca/symphony.financial.solutions/
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As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.

Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year

Let's work together to set you up for success in the new year!
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
Brighten lives with strategic giving

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
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Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
- Review your current retirement savings and spending patterns
- Align your financial strategy with your evolving lifestyle aspirations
- Explore ways to balance financial security with your desired retirement experiences

Let's meet to discuss your financial roadmap for the year ahead.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
📞(587) 701-7106
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:

• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being

Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts

Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you! https://advisor.sunlife.ca/symphony.financial.solutions/
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
- Reviewing your health insurance. Is it robust enough for your future needs?
- Exploring your long-term care strategies and protecting your savings from unexpected health expenses

Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
📞(587) 701-7106
🎁 '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

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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.