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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.
Did you know that you can strategically use insurance to benefit your business, taxes, and your family's future?
Insurance goes beyond protecting your business, it also serves as a valuable tool for tax and estate planning.
Some of the many advantages include:
- accumulating cash value tax-free
- typically providing significant financial relief to your beneficiaries tax-free
- helps ensure liquidity without forcing the sale of business assets or other properties
Navigating these options can seem complex, but we can help. Connect with our team today, and let's explore how insurance can help secure your legacy.
https://advisor.sunlife.ca/theworks/
519-969-1133
Insurance goes beyond protecting your business, it also serves as a valuable tool for tax and estate planning.
Some of the many advantages include:
- accumulating cash value tax-free
- typically providing significant financial relief to your beneficiaries tax-free
- helps ensure liquidity without forcing the sale of business assets or other properties
Navigating these options can seem complex, but we can help. Connect with our team today, and let's explore how insurance can help secure your legacy.
https://advisor.sunlife.ca/theworks/
519-969-1133
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With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.
Interested? Let’s talk about if it’s right for you.
Reach your health and wealth goals.
It's our priority to create a space where you feel understood, supported, and genuinely cared for. We'll
work with you to help uncover your goals and develop a solid, long-term financial strategy unique to
you.
Invest in the future you want today. Call our team for an unparalleled Client experience.
https://advisor.sunlife.ca/theworks/
519-969-1133
It's our priority to create a space where you feel understood, supported, and genuinely cared for. We'll
work with you to help uncover your goals and develop a solid, long-term financial strategy unique to
you.
Invest in the future you want today. Call our team for an unparalleled Client experience.
https://advisor.sunlife.ca/theworks/
519-969-1133
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In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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Do you want to start a savings account but don't know which tax-advantaged savings account is the
right one for you?
Tax Free Savings Account (TFSA): a registered investment account to help you save money while
holding qualified investments.
Registered Retirement Savings Plan (RRSP): an investment account specifically to help you save
money for retirement.
Tax-Free First Home Savings Plan (FHSA): a registered investment account for saving up to
purchase your first home.
Need guidance on which savings account is right for you? Reach out to our team! We're happy to
guide you through each option and how it can work for you.
https://advisor.sunlife.ca/theworks/
519-969-1133
right one for you?
Tax Free Savings Account (TFSA): a registered investment account to help you save money while
holding qualified investments.
Registered Retirement Savings Plan (RRSP): an investment account specifically to help you save
money for retirement.
Tax-Free First Home Savings Plan (FHSA): a registered investment account for saving up to
purchase your first home.
Need guidance on which savings account is right for you? Reach out to our team! We're happy to
guide you through each option and how it can work for you.
https://advisor.sunlife.ca/theworks/
519-969-1133
Watch video
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Are you struggling to decide whether to pay off your mortgage early or invest in retirement savings?
To help you decide, ask yourself these four questions:
1. How long do I have until retirement?
2. How much do I owe on my mortgage?
3. Do I want to move or rent when I retire?
4. What am I willing to risk?
We understand that answering these questions can be difficult. Together we can navigate these
complex financial decisions, with our professional advice and provide you with the information you
need!
Ready to build a brighter financial future? Contact our Advisory Team today and discover the
unparalleled Client experience we offer.
https://advisor.sunlife.ca/theworks/
519-969-1133
To help you decide, ask yourself these four questions:
1. How long do I have until retirement?
2. How much do I owe on my mortgage?
3. Do I want to move or rent when I retire?
4. What am I willing to risk?
We understand that answering these questions can be difficult. Together we can navigate these
complex financial decisions, with our professional advice and provide you with the information you
need!
Ready to build a brighter financial future? Contact our Advisory Team today and discover the
unparalleled Client experience we offer.
https://advisor.sunlife.ca/theworks/
519-969-1133
Watch video
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
#WealthProtection
*Certain terms and conditions may apply. Contact me for more information.
🎉 Celebrating 5 Years Together! 🎉
This month marks a huge milestone - the 5-year anniversary of the merger that brought our two incredible teams together! We couldn’t have achieved this success without the dedication of our amazing team, the trust of our loyal clients, and the support of our community.
A special shoutout to our founders, Jason and Brian, whose shared vision and leadership have guided us from day one of the merger. Their commitment to excellence continues to drive our growth!
Thank you to everyone who has been part of our journey. Here’s to many more years of success together!
#5YearAnniversary #TogetherWeGrow #ThankYou #OurJourney #Grateful
This month marks a huge milestone - the 5-year anniversary of the merger that brought our two incredible teams together! We couldn’t have achieved this success without the dedication of our amazing team, the trust of our loyal clients, and the support of our community.
A special shoutout to our founders, Jason and Brian, whose shared vision and leadership have guided us from day one of the merger. Their commitment to excellence continues to drive our growth!
Thank you to everyone who has been part of our journey. Here’s to many more years of success together!
#5YearAnniversary #TogetherWeGrow #ThankYou #OurJourney #Grateful
🎉 Celebrating 5 Years Together! 🎉
This month marks a huge milestone - the 5-year anniversary of the merger that brought our two incredible teams together! We couldn’t have achieved this success without the dedication of our amazing team, the trust of our loyal clients, and the support of our community.
A special shoutout to our founders, Jason and Brian, whose shared vision and leadership have guided us from day one of the merger. Their commitment to excellence continues to drive our growth!
Thank you to everyone who has been part of our journey. Here’s to many more years of success together!
#5YearAnniversary #TogetherWeGrow #ThankYou #OurJourney #Grateful
This month marks a huge milestone - the 5-year anniversary of the merger that brought our two incredible teams together! We couldn’t have achieved this success without the dedication of our amazing team, the trust of our loyal clients, and the support of our community.
A special shoutout to our founders, Jason and Brian, whose shared vision and leadership have guided us from day one of the merger. Their commitment to excellence continues to drive our growth!
Thank you to everyone who has been part of our journey. Here’s to many more years of success together!
#5YearAnniversary #TogetherWeGrow #ThankYou #OurJourney #Grateful
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
As a hardworking business owner, you deserve to keep more of what you earn. With tax season coming up, let's explore smart ways to save on taxes, like special accounts for business owners. I'm here to help you make the most of your business finances. When you're ready to boost your bottom line, let's chat!
#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
How can you get ahead of a potential disability?
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
#WealthProtection #FinancialRoadmap
#WealthProtection #FinancialRoadmap
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.