Stay informed
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.
47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com
Nearly half (47 per cent) of Canadians say they’ve been injured in a way that impedes or has impeded them from being fully functional at work, at home or at play, according to a new survey by Ipsos on behalf of the Canadian Athletic Therapists Association.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Has Canada become the land of extreme inequality? Some believe it more than others
A whopping 38 per cent now see Canada with the most extreme level of inequality, a 19 percentage point increase in five years
Kick back this summer but keep an eye on your investments - BNN Bloomberg
While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.
Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com
The rise of remote work has led to a loss of workplace social connections that is negatively affecting employees, according to a new report by the Conference Board of Canada.
The 2024 Brandon Home & Leisure Show was a couple weeks ago already, how time flies! Did you see our Advisors there?
Congratulations to this year's gift basket winner! We hope you love pizza, cause this basket contained everything you'll need to make one. Who doesn't love homemade pizza?!
Congratulations to this year's gift basket winner! We hope you love pizza, cause this basket contained everything you'll need to make one. Who doesn't love homemade pizza?!
The 2024 Brandon Home & Leisure Show was a couple weeks ago already, how time flies! Did you see our Advisors there?
Congratulations to this year's gift basket winner! We hope you love pizza, cause this basket contained everything you'll need to make one. Who doesn't love homemade pizza?!
Congratulations to this year's gift basket winner! We hope you love pizza, cause this basket contained everything you'll need to make one. Who doesn't love homemade pizza?!
RRIF: Registered Retirement Income Fund
Are you turning 71 in 2024? If you are, it's time to start looking at converting your RRSPs to RRIFs.
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs by contacting our office today - (204) 571-4560!
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs by contacting our office today - (204) 571-4560!
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
5 parenting tips for blended families | Sun Life Canada
Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty.
Budget calculator
Do you know what goes into a #budget?
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
5 steps to choosing a guardian for your children
Here are some helpful tips when selecting a guardian for your children:
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.