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.
Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

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.
RRIF: Registered Retirement Income Fund

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!
FHSA: Tax-Free First Home Savings Account

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

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

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 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: 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: 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

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

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.
3 reasons to get life insurance in your 20s or 30s

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

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

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!
Mortgage insurance vs. life insurance: What you need to know

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

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.
How new moms can improve their mental health

How new moms can improve their mental health

Many new moms can develop post-partum depression (PPD) and anxiety after bringing their baby home. Visit sunlife.ca for ways to improve your mental health....
Registered education savings plan (RESP)

Registered education savings plan (RESP)

A registered education savings plan (RESP) from Sun Life Financial is a powerful way to save for a child’s post-secondary education.
How to cope with financial stress

How to cope with financial stress

Are you worried about your money? Financial stress can affect your mental health. A psychologist and Sun Life advisor share how you can regain control over...
Retirement planning for business owners

Retirement planning for business owners

You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.