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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.
Bank of Canada rate cut odds for June fall after April inflation data
Canada’s annual rate of inflation slowed to 1.7 per cent in April, Statistics Canada reported on Tuesday, down from 2.3 per cent in March.
6.1 million Canadian workers juggling jobs and caregiving: report
For more than six million working Canadians, caregiving isn’t just part of life — it’s part of the workday. Yet despite juggling these responsibilities, most employees receive little to no formal support from their employers. That’s more than a third (35 per cent) of the workforce, according to a new report from the Canadian Centre
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
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.
If that’s you and you don’t have the cash on hand to pay the bill, tax experts say not to panic.
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.
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,
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
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.
- 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
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.
The importance of contingency planning as you — and your advisers — age
The importance of contingency planning as you — and your advisers — age
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!
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!
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.
🎓 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.
Certain terms and conditions may apply. Contact me for more information.
🎓 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.
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.
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.
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.
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.
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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