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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.

Building wealth is about more than growing your money – it's about creating lasting financial security. 💖💰

Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.

Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://advisor.sunlife.ca/tania.ribeiro
Avez-vous mis toute votre attention sur votre entreprise que vous en avez négligé vos finances personnelles? Le moment est venu d’adopter une approche globale.

Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.

Ça commence ici > https://advisor.sunlife.ca/tania.ribeiro
Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/tania.ribeiro
Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey!
As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

#EducationSavings #RESPTips
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.

Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
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. https://advisor.sunlife.ca/tania.ribeiro
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.

https://advisor.sunlife.ca/tania.ribeiro
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/tania.ribeiro
SMART goals

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. https://advisor.sunlife.ca/tania.ribeiro
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Is your child's education fund on track?

Starting early and saving consistently can make a significant difference in your child's educational future.

Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options

Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.

https://advisor.sunlife.ca/tania.ribeiro
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!
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! https://advisor.sunlife.ca/tania.ribeiro
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
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/tania.ribeiro
🎁 '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.
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Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊
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.

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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