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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.

Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/tina.m.furlong/

#SunLifeOnePlan
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
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From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

#SunLifeOnePlan #BusinessPlanning #BusinessOwner
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/tina.m.furlong/
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/tina.m.furlong/
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://advisor.sunlife.ca/tina.m.furlong
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/tina.m.furlong
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/tina.m.furlong
Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.
As we enter the holy month of Ramadan, may it bring you peace, prosperity and spiritual growth.

This time of fasting, reflection and renewal offers a unique opportunity to reassess our priorities and strengthen our communities.
Navigating life insurance options can be overwhelming. Whether finishing school, buying a first home or starting a family, finding the right plan that fits life's unique journey is essential.

We can help secure your future together. Let us know how we can help.
Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/tina.m.furlong
Wishing a happy and prosperous Year of the Horse!

May this new year bring you good energy, swift success, harmony and happiness.

Happy Lunar New Year!

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