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.
        
            Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
          
                                              
        
            Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better. 
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
                                              Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
        
            Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.   
#WealthManagement #FinancialRoadmap
                                              #WealthManagement #FinancialRoadmap
        
            Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish. 
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
                                              Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
        
            Ready to take control of your retirement in just 5 minutes? 
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
                                              Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
        
            Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more:  https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.    
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
                                              Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
        
            In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.  
#WealthPreservation #InnovativeFinance
                                              #WealthPreservation #InnovativeFinance
        5 distinct sleep profiles linked to different health factors
            A new study has identified five distinct sleep profiles, linking brain activity and sleep quality with a number of different health and lifestyle outcomes.
          
                                                      
                                
            Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.     
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
                                                      Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
 
                Watch video
                                
              
            
        Genetic study identifies key variants linked to healthy aging and intrinsic capacity
            New research from the University of Adelaide has explored the genomic links within the index used to measure healthy aging—intrinsic capacity (IC), paving the way for potential targeted interventions.
          
                                                      
                                
        
            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
                                              🔸 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
        
            Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.  
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
                                              Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
        
            Making a lot of money is one thing, but ensuring it lasts a lifetime is another.     
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
                                              It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
        
            Don't leave the future of your finances to chance. Planning for income in retirement can help you:   
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
                                              • minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
        
            A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.    
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
                                              A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
        
            It's time to turn your retirement dreams into reality.   
Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
                                              Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
        
            These days, many Canadians have part-time jobs on top of their full-time job to supplement their income. If this is you, you’re not alone.   
You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
                                              You’re busy, but taking the time to assess your finances during these times is important.
Reach out and we can create a financial roadmap.
        How do I get the right personal health insurance?
            Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works. 
Learn more in this article.
                                                      
                                Learn more in this article.
        
            Enter the Diabetes Protect to Win Contest! Apply for life or critical illness insurance and you could win $5,000. Plus, Sun Life will donate $5,000 to diabetes charities with each draw. 
#DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
                                              #DiabetesInsurance #FinancialSecurity
*Certain terms and conditions apply. Contact me for more information.
        
            When juggling many different assets, you need a strong plan in place.     
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
                                              Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
                  Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.