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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.

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.

Can’t pay your tax bill? File your return on time and don’t panic, experts say

For many Canadians, filing their taxes often means a refund, but for some, tax time can mean a bill that’s unexpected or more than anticipated.
If that’s you and you don’t have the cash on hand to pay the bill, tax experts say not to panic.

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Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance

Certain terms and conditions may apply. Contact me for more information.

Early Parkinson's symptoms often mistaken for normal aging

Parkinson's disease is often seen as a condition that primarily affects older adults. In reality, it can impact people at any age, with 10–20% of cases appearing before the age of 50, and about half of those are diagnosed before age 40,

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Many Canadians are delaying filing their taxes over confusion with recent changes

Canada’s April 30 tax-filing deadline is fast approaching, but many are planning to delay filing due to confusion over recent tax changes, according to a recent survey

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Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

How to build credit and maintain a good score

How to build credit and maintain a good score? From credit card approvals to loan interest rates, your credit score’s consequences can help or hold you back from achieving your goals

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Ditch these 7 investing myths to invest like a pro

Many beginner investors may be falling for these investment myths, which can lead to bad financial decisions, limit their ability to grow wealth over time and even discourage them from entering the market.

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The importance of contingency planning as you — and your advisers — age

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Welcome! You are invited to join a webinar: 2025 Quarterly Market Outlook – The importance of diversification in a world of uncertainty. After registering, you will receive a confirmation email about joining the webinar.

Don’t miss this session with Sun Life Global Investments representatives where they will discuss The importance of diversification in a world of uncertainty.
This thought-provoking webinar will focus on managing market volatility through diversification. Key topics will include:
• Analyzing the impact of the current U.S. administration's "America First" policies on global markets and economic growth
• Forecasting trends in central bank interest rates
• Highlighting the value of active portfolio management in today's complex market landscape

Webinar details:
Date: April 15, 2025
Time: 12:00pm ET
Duration: 45 minutes

Register now to save your spot!
https://sunlife.zoom.us/webinar/register/1017389547577/WN_hTQf2-_8Q4C0ckuyeS5mtw

Unable to attend but interested in this topic? Register anyway to receive a recording of the session. We encourage you to take advantage of this opportunity to gain valuable insights, even if you can't make the live event.
For more information, don't hesitate to reach out to me at vantageinsurance@sunlife.com . We look forward to your participation in this insightful webinar!

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It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

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🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance

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.

While thinking about your estate planning, an important aspect to consider is taxation.

“Estate and taxes: The essentials”.
We would like to invite you to a free webinar hosted by Sun Life called “Estate and taxes: The essentials”.

Take control of your estate planning today! This webinar will cover providing for the loved ones, the importance of beneficiary designations, and passing on your estate in a tax efficient manner.

Webinar details:
Date: March 24, 2025
Time: 12:00pm ET
Duration: 45 minutes

Register now to save your spot!
https://sunlife.zoom.us/webinar/register/8417339339520/WN_vaTaN3XIQ2KvhcqMbcQjCA

Find past recordings and stay tuned for upcoming Sun Life webinars! Check out our full series here ( https://www.sunlife.ca/en/tools-and-resources/webinars/ )

Unable to attend but interested in learning more about forming strong saving habits to reach your goals? Reach out to me and let’s have a conversation.

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Taking the bold path

WXN Canada’s Most Powerful Women: Top 100 Hall of Fame inductees have lived their lives and built their respective careers guided by their values and a clear sense of purpose. Their bold, epic journeys serve as shining examples of what it takes to drive positive change.

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Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

💼 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.

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.

💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31! #FinancialSecurity #FamilyFirst

*Certain terms and conditions may apply. Contact me for more information.

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