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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.
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/vitalis.financial.services/
https://advisor.sunlife.ca/vitalis.financial.services/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/vitalis.financial.services/
https://advisor.sunlife.ca/vitalis.financial.services/
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
🏦 Myth Buster: Can't buy segregated funds at your bank!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.
Why? They're insurance contracts requiring a licensed life insurance advisor.
This is why working with the right advisor matters. Let's connect!
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/vitalis.financial.services/
Your employees are your greatest asset. A healthy workplace culture built on trust, flexibility, and support can improve retention, productivity and long-term growth. From prioritizing mental well-being to encouraging healthy habits, small changes can make a big impact. Ready to strengthen your workplace? Let’s start the conversation. https://advisor.sunlife.ca/vitalis.financial.services/
🎯 Myth buster: Worried segregated funds are too limited?
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
🎯 Myth buster: Worried segregated funds are too limited?
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.
Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/vitalis.financial.services/
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/vitalis.financial.services/
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
🏢 Myth buster: Business owners — segregated funds CAN work for you!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
📊 Myth buster: Concerned about taxes on segregated fund gains? The truth: It depends on how you hold them!
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Registered plans (TFSA, RESP, RRSP): Gains are not taxable or tax-deferred.
Non-registered accounts: Similar to other investments, there may be tax impacts.
Don't let tax misconceptions hold you back. Let’s connect and discuss a strategy that works for you.
Simple conversations early on can help build strong habits to avoid those incredibly important discussions from becoming uncomfortable. Get in touch for age-appropriate tips for your kid(s). Also feel free to ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Simple conversations early on can help build strong habits to avoid those incredibly important discussions from becoming uncomfortable. Get in touch for age-appropriate tips for your kid(s). Also feel free to ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
💰 Myth buster: Are segregated funds really "too expensive"?
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
💰 Myth buster: Are segregated funds really "too expensive"?
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection
The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.
Want to understand the full value? Let's talk!
Join us in Vancouver for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!
Event Details
Date: April 28, 2026
Time: 5:30 pm – 7:30 pm
Location: The Vancouver Club, 915 W Hastings St., Vancouver
Register today - https://survey.alchemer.com/s3/8740517/Empowering-Women-in-Wealth-Vancouver
Find out how Sun Life empowers and supports women advisors.
Event Details
Date: April 28, 2026
Time: 5:30 pm – 7:30 pm
Location: The Vancouver Club, 915 W Hastings St., Vancouver
Register today - https://survey.alchemer.com/s3/8740517/Empowering-Women-in-Wealth-Vancouver
Find out how Sun Life empowers and supports women advisors.
Watch video
🔍 Myth buster: Think segregated funds are only for retirees? Think again!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
🔍 Myth buster: Think segregated funds are only for retirees? Think again!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
Segregated funds offer a range of investment exposure all while maintaining protection. They're a versatile solution for:
- Pre-retirees building a nest egg
- Younger, risk-conscious investors
- Small business owners looking for potential creditor protection
- Anyone seeking investment protection with growth opportunities
Don't let age define your investment strategy. Let's explore if segregated funds are right for you!
Risk isn't something to fear but rather something to manage. Your portfolio should reflect YOU! your goals, your timeline, and your own comfort with risk.
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/vitalis.financial.services/
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/vitalis.financial.services/
Risk isn't something to fear but rather something to manage. Your portfolio should reflect YOU! your goals, your timeline, and your own comfort with risk.
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/vitalis.financial.services/
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/vitalis.financial.services/
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/vitalis.financial.services/
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
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/vitalis.financial.services/
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Myth busting, investment style.
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Myth busting, investment style.
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Over the next 10 weeks, I’ll be busting 10 myths about segregated funds, highlighting the unique benefits they offer.
But first, what are segregated funds? Well, they’re like an investment with a safety net. Just like you can insure your car or home, you can insure your investments.
Follow along to find out how these funds could benefit your investment portfolio!
Last week, we had the privilege of giving back our community by supporting the Greater Vancouver Food Bank.
Thank you @vanfoodbank for everything you do -- The impact you make is truly amazing
Thank you @vanfoodbank for everything you do -- The impact you make is truly amazing
Last week, we had the privilege of giving back our community by supporting the Greater Vancouver Food Bank.
Thank you @vanfoodbank for everything you do -- The impact you make is truly amazing
Thank you @vanfoodbank for everything you do -- The impact you make is truly amazing
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/vitalis.financial.services/
https://advisor.sunlife.ca/vitalis.financial.services/
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/vitalis.financial.services/
https://advisor.sunlife.ca/vitalis.financial.services/
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
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/vitalis.financial.services/
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/vitalis.financial.services/
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/vitalis.financial.services/
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/vitalis.financial.services/
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. This is your sign to explore what fits your needs and budget.
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. This is your sign to explore what fits your needs and budget.
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.
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.