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Let’s work together towards your financial goals while protecting what matters most to you.

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.

Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/tony.duong/

#SunLifeOnePlan #TFSA #RRSP

As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.

Let's talk about optimizing your compensation strategy.

https://advisor.sunlife.ca/tony.duong/

#CanadianBusiness #TaxPlanning #IncomeTaxes

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/tony.duong/

#SunLifeOnePlan

A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/tony.duong/

Each account type serves a different purpose. Your financial roadmap can help you decide what to use — and when to use it. Let’s map contributions to your goals. https://advisor.sunlife.ca/tony.duong/

#TFSA #RRSP #WealthPlanning

We help you align strategies to your goals and your comfort level with market volatility.

Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/tony.duong/

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/tony.duong/

#SunLifeOnePlan

As nature renews itself, it's the perfect time for a financial fresh start.

Book a spring money check-up to ensure your finances are blooming. Happy first day of spring!

https://advisor.sunlife.ca/tony.duong/

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/tony.duong/

Have you ever thought about how much income would you need for your retirement and how to optimize all sources of retirement income?

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.

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.

What is portfolio diversification and why does it matter?

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Inclusion Rates and the Capital Dividend Account | CI Global Asset Management

Dive into expert insights on building and preserving wealth in today’s economic landscape.

https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/inclusion-rates-and-the-capital-dividend-account.html

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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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.

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey!

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.

Sun Life expands further into Canadian wealth management | Investment Executive

Sun Life has launched a new investment dealer, Sun Life Canada Securities Inc., to better support Canadian advisors and investors. Read the full story at Investment Executive: https://www.investmentexecutive.com/brand-knowledge_/sun-life/sun-life-expands-further-into-canadian-wealth-management/

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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!

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. https://advisor.sunlife.ca/tony.duong/

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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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.