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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.

10 tips for healthy eating on a budget
Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.

Keep your fall plans booked up with travel insurance from our partner Allianz Global Assistance, and stay protected from plot twists like cancellations, flight delays, lost luggage, and more. To get a quote or more information about travel insurance visit: https://b2c.advisormax.ca/s856734
#TravelInsurance #DestinationCanada #ExploreYourBackyard #CanadaStrongPass
#TravelInsurance #DestinationCanada #ExploreYourBackyard #CanadaStrongPass
With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.

When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.
Let’s connect to discuss your strategy.
Let’s connect to discuss your strategy.

Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage
Let’s chat and explore your options.
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable
Watch video

Today we celebrate the energy, innovation and potential of youth around the world. We believe in empowering young people to build bright financial futures. Starting smart financial habits early can make a huge difference. That's why we offer:
• Student-friendly life insurance plans to help protect your future
• Flexible savings accounts to help you start building wealth
• Financial literacy resources tailored to young adults
• Career opportunities and internships for emerging talent
To all the ambitious youth out there, your dreams are valid and your future is bright! #InternationalYouthDay
• Student-friendly life insurance plans to help protect your future
• Flexible savings accounts to help you start building wealth
• Financial literacy resources tailored to young adults
• Career opportunities and internships for emerging talent
To all the ambitious youth out there, your dreams are valid and your future is bright! #InternationalYouthDay

We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program. Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future. #DiabetesCare #InsuranceInnovation
*Certain terms and conditions apply.
*Certain terms and conditions apply.

8 financial mistakes newcomers to Canada make—and how to avoid them - MoneySense
Starting over in a new country means relearning the basics, including personal finance. Vickram Agarwal shares his hard-won experiences.

Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.
#DiabetesAwareness #FinancialProtection
*Certain terms and conditions apply. Contact me for more information.

The Retirement Bucket Rule: Your Guide to Fear-Free Spending
Forget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement.

Cash Balance Pension Plans: the Smart Way to Turbocharge Your Retirement
Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream.

If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle. You may be saving more money on commuting and work attire, while spending more on your home office and utilities.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.

The Best Cold Plunge Tubs To Boost Recovery, Energy And Wellness
Cold water immersion boasts myriad benefits, and the best cold plunge tubs make it easy to reap them at home. Here are the models we recommend for a variety of use cases.
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Watch video

Also known as the August long weekend, this holiday gives many Canadians a much-needed summer break. While it goes by different names across provinces (like BC Day or Natal Day), the spirit is the same. It’s a time to relax, enjoy local events and celebrate our communities.
Whether you're hitting the beach, having a BBQ, or checking out a festival, we wish you a safe and fun long weekend. Don't forget the sunscreen!
Whether you're hitting the beach, having a BBQ, or checking out a festival, we wish you a safe and fun long weekend. Don't forget the sunscreen!

Waiting for interest rates to drop? Here’s what Canadians need to know before renewing their mortgage
The next Bank of Canada interest rate announcement is July 30. If your mortgage is up for renewal, Rates.ca has these important tips.

Today we celebrate the power of #friendship and its positive impact on our health and wellbeing. Strong social connections can help reduce stress, improve mental health, encourage healthy habits and provide emotional support.
Celebrate today by reaching out to a friend to plan a walk or simply share a meaningful conversation. Nurturing friendships is an investment in your overall health. Happy #InternationalDayofFriendship.
Celebrate today by reaching out to a friend to plan a walk or simply share a meaningful conversation. Nurturing friendships is an investment in your overall health. Happy #InternationalDayofFriendship.
With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.

The Strategic Advantage Of Asset Location
What differentiates the most impactful advisors is not expertise in isolation, but fluency across the full ecosystem of a family’s wealth.

Have questions?
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