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.
QUARTERLY MARKET OUTLOOK WEBINAR
RRSP Ready: What’s 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. You’ll 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: What’s 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. You’ll 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: What’s 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. You’ll 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: What’s 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. You’ll also get insights into key considerations for RRSPs, TFSAs, and other accounts.
Register today: https://sunlife.zoom.us/webinar/register/3417636537311/WN_VSFxd2LpR7Ovj2nSocAgHw#/registration
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you.
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you.
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
INVESTMENTS WEBINAR | Building your wealth through investing
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
INVESTMENTS WEBINAR | Building your wealth through investing
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
Wednesday, January 14, 12 p.m. ET
What investment options will help you reach your goals? How can you avoid pitfalls that might stop you from getting there? Join us for insights on how to help build your wealth, manage risk and align investment decisions with your specific goals in mind.
This session will help you take control of your financial future, no matter what stage of life you’re in.
Register here: https://sunlife.zoom.us/webinar/register/5017539801889/WN_BGDvo7kWQNesMJbmZeULjg#/registration
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions.
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions.
☎️ 587-701-7106
🌐 https://advisor.sunlife.ca/symphony.financial.solutions/
Watch video
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/symphony.financial.solutions/
https://advisor.sunlife.ca/symphony.financial.solutions/
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/symphony.financial.solutions/
https://advisor.sunlife.ca/symphony.financial.solutions/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/symphony.financial.solutions/
https://advisor.sunlife.ca/symphony.financial.solutions/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/symphony.financial.solutions/
https://advisor.sunlife.ca/symphony.financial.solutions/
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!
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
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/
https://advisor.sunlife.ca/symphony.financial.solutions/
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/
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/
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/
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
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/
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/
Watch video
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/
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/
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/
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
- 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
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
- 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/
• 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/
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/
• 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
- 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
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
- 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
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
Watch video
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.
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.
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/
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/
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/
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.
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.
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.