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.
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.
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.
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.
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!
Health insurance in retirement: How to pay for your health costs
Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.
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.
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.
Happy Easter to you and your family. May you enjoy a joyful and lovely Easter holiday!
Happy Easter to you and your family. May you enjoy a joyful and lovely Easter holiday!
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....
Wishing you and your family love, peace, and happiness! Season's greetings and best wishes for a happy, healthy, and joyous holiday season!
Wishing you and your family love, peace, and happiness! Season's greetings and best wishes for a happy, healthy, and joyous holiday season!
Business owners, we understand that managing finances can feel overwhelming. You're busy running your business and may not have the expertise to handle everything on your own. But don't put off important financial tasks! 🚫 At TheWorks Financial Solutions, we'll work with you to understand your needs and develop a strategy that's tailored to your business. Whether you need help with taxes, accounting or investing,
we've got you covered. Let's work together to take care of the finance stuff, so you can focus on what you do best—growing your business!
Visit our page to learn more:
https://advisor.sunlife.ca/theworks/
we've got you covered. Let's work together to take care of the finance stuff, so you can focus on what you do best—growing your business!
Visit our page to learn more:
https://advisor.sunlife.ca/theworks/
Business owners, we understand that managing finances can feel overwhelming. You're busy running your business and may not have the expertise to handle everything on your own. But don't put off important financial tasks! 🚫 At TheWorks Financial Solutions, we'll work with you to understand your needs and develop a strategy that's tailored to your business. Whether you need help with taxes, accounting or investing,
we've got you covered. Let's work together to take care of the finance stuff, so you can focus on what you do best—growing your business!
Visit our page to learn more:
https://advisor.sunlife.ca/theworks/
we've got you covered. Let's work together to take care of the finance stuff, so you can focus on what you do best—growing your business!
Visit our page to learn more:
https://advisor.sunlife.ca/theworks/
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.
5 financial tips every new parent needs
Happy Father’s Day, dads! Here’s the advice you need to navigate this exciting (and expensive!) time in your life.
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
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...
4 ways to reduce food waste and save money
One way to save at the supermarket, despite rising prices, is to waste less of the food we buy. Here are four smart ways to help you use more of what you buy....
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.
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
10 ways on how to beat inflation
What are some ways I can beat inflation? Here are some tips to lower your stress level when inflation is sky-high. Read more on sunlife.ca!
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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.