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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.
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
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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
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.
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.