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.
💼 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
At TheWorks Financial, we believe in building a brighter future for everyone, we’re committed to supporting families and children in need. This week, we were honored to donate essential items, including clothing, games, diapers and baby food through our partnership with Windsor-Essex Children's Aid Society for the holiday season. 🎄🎁 Supporting our community is more than a mission—it's our responsibility. Together, we’re making a difference, one step at a time.
Let’s continue to create opportunities and spread hope for the next generation!
#GivingBack #CommunitySupport #ChildrenFirst #FinancialAidForGood
Let’s continue to create opportunities and spread hope for the next generation!
#GivingBack #CommunitySupport #ChildrenFirst #FinancialAidForGood
At TheWorks Financial, we believe in building a brighter future for everyone, we’re committed to supporting families and children in need. This week, we were honored to donate essential items, including clothing, games, diapers and baby food through our partnership with Windsor-Essex Children's Aid Society for the holiday season. 🎄🎁 Supporting our community is more than a mission—it's our responsibility. Together, we’re making a difference, one step at a time.
Let’s continue to create opportunities and spread hope for the next generation!
#GivingBack #CommunitySupport #ChildrenFirst #FinancialAidForGood
Let’s continue to create opportunities and spread hope for the next generation!
#GivingBack #CommunitySupport #ChildrenFirst #FinancialAidForGood
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
Have you heard about the new Sun Life Term Insurance for Diabetes? People with Type 1, 2, gestational or pre-diabetes can get coverage to help protect their loved ones. Book some time with me. You deserve the peace of mind that comes with protecting what matters most.
8 ways you can benefit from life insurance:
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
Leave a legacy for your grown children. With Sun Life's children's solutions, you can help ensure a tax-efficient transfer of wealth. If you’re ready to gift a secure financial future to your loved ones, let’s chat.
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
The 2025 tax season will be here before we know it. Let’s get ahead of it. #TaxStrategies #FinancialOptimization #HolisticAdvice
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to me for details.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started.
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started.
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!
🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
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.