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Stay informed with whatβs 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.
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
π Review your current retirement savings and spending patterns
π― Align your financial strategy with your evolving lifestyle aspirations
π‘ 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/taylor.jackson.financial
π Review your current retirement savings and spending patterns
π― Align your financial strategy with your evolving lifestyle aspirations
π‘ 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/taylor.jackson.financial
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
π Review your current retirement savings and spending patterns
π― Align your financial strategy with your evolving lifestyle aspirations
π‘ 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/taylor.jackson.financial
π Review your current retirement savings and spending patterns
π― Align your financial strategy with your evolving lifestyle aspirations
π‘ 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/taylor.jackson.financial
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Our office will be closed over the holidays to give our staff a much deserved break! Our last day in the office will be Monday December 22nd, and we will return on Friday January 2nd.
Happy holidays everyone!
Happy holidays everyone!
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:
β‘οΈ Review your financial roadmap
β‘οΈ Discuss any life changes
β‘οΈ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/taylor.jackson.financial
Book a meeting today to:
β‘οΈ Review your financial roadmap
β‘οΈ Discuss any life changes
β‘οΈ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/taylor.jackson.financial
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:
β‘οΈ Review your financial roadmap
β‘οΈ Discuss any life changes
β‘οΈ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/taylor.jackson.financial
Book a meeting today to:
β‘οΈ Review your financial roadmap
β‘οΈ Discuss any life changes
β‘οΈ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/taylor.jackson.financial
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Sun Lifeβs 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. Donβt wait, this offer ends December 31. Letβs chat!
Sun Lifeβs 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. Donβt wait, this offer ends December 31. Letβs chat!
Public sector rent rises to be linked to inflation
Annual rent rises for tenants in social housing will be based on the Consumer Price Index next year.https://advisor.sunlife.ca/taylor.jackson.financial
Fat loss: Study finds diet, exercise combination may be most effective
A new study has found that improving both diet and exercise levels simultaneously may be more effective in preventing weight gain, especially belly fat.https://advisor.sunlife.ca/taylor.jackson.financial
Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. π
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.
https://advisor.sunlife.ca/taylor.jackson.financial
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.
https://advisor.sunlife.ca/taylor.jackson.financial
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Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
β’ Reduce your taxable income for 2025
β’ Grow your savings tax-free until withdrawal
β’ Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
π° Mutual funds
π Guaranteed Investment Certificates (GICs)
π¦ 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!
β’ Reduce your taxable income for 2025
β’ Grow your savings tax-free until withdrawal
β’ Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
π° Mutual funds
π Guaranteed Investment Certificates (GICs)
π¦ 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!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
β’ Reduce your taxable income for 2025
β’ Grow your savings tax-free until withdrawal
β’ Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
π° Mutual funds
π Guaranteed Investment Certificates (GICs)
π¦ 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!
β’ Reduce your taxable income for 2025
β’ Grow your savings tax-free until withdrawal
β’ Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
π° Mutual funds
π Guaranteed Investment Certificates (GICs)
π¦ 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!
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/taylor.jackson.financial
-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/taylor.jackson.financial
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/taylor.jackson.financial
-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/taylor.jackson.financial
π '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:
β’ Reduce your taxable income
β’ Enhance your brand reputation
β’ 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.
In addition to helping others, corporate donations can:
β’ Reduce your taxable income
β’ Enhance your brand reputation
β’ 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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The RESP β Who really owns it?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html
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.
Thereβs 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? Letβs connect and chat more!
Thereβs 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? Letβs connect and chat more!
Estate planning isn't just for the wealthy β it's your family's financial superhero cape. π¦ΈββοΈ
Let's chat about making your family's future as bright as your little one's smile. π
Let's chat about making your family's future as bright as your little one's smile. π
Estate planning isn't just for the wealthy β it's your family's financial superhero cape. π¦ΈββοΈ
Let's chat about making your family's future as bright as your little one's smile. π
Let's chat about making your family's future as bright as your little one's smile. π
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 π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
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.
Consider a few legacy-building strategies:
-Review and update your estate plan π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
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.
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 π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
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.
Consider a few legacy-building strategies:
-Review and update your estate plan π
-Explore tax-efficient wealth transfer options π°
-Discuss your values and wishes with loved ones π
-Consider charitable giving strategies π
-Evaluate the benefits of trusts for asset protection π‘οΈ
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.
Tax season is right around the corner.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β 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.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β 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.
Tax season is right around the corner.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β 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.
β Gather all income documents (T4s, T5s, etc.)
β Collect receipts for deductible expenses
β Review last year's tax return
β Check for unused credits or deductions
β Consider RRSP contributions before the deadline β 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.
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...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ 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.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ 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.
#SnowbirdLife #Retirement #SunLifeCanada
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...
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ 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.
#SnowbirdLife #Retirement #SunLifeCanada
π° Fund check: Is your budget winter-ready?
π Home security: Try home monitoring for peace of mind
π₯ Healthcare: Know your coverage limits abroad
βοΈ 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.
#SnowbirdLife #Retirement #SunLifeCanada
Artificial intelligence, wellness apps alone cannot solve mental health crisis, warn experts
Emotional support is an increasingly common reason people turn to generative artificial intelligence chatbots and wellness applications, but these tools currently lack the scientific evidence and the necessary regulations to ensure users' safety, according to a new health advisory by the American Psychological Association.
How much does it really cost to buy your first home in Canada?
Check out this new resource I found!
https://www.fidelity.ca/en/insights/articles/cost-to-buy-your-first-home-in-canada/
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/cost-to-buy-your-first-home-in-canada/
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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