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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.
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
https://advisor.sunlife.ca/wayne.girodat/
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
https://advisor.sunlife.ca/wayne.girodat/
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
* Certain terms and conditions may apply. Contact me for more information.
https://advisor.sunlife.ca/wayne.girodat/
* Certain terms and conditions may apply. Contact me for more information.
https://advisor.sunlife.ca/wayne.girodat/
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
https://advisor.sunlife.ca/wayne.girodat/
https://advisor.sunlife.ca/wayne.girodat/
Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability
Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances
2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Global Investment Management Survey
Access helpful resources on financial knowledge developed by professionals in the industry.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Planning Considerations for Registered Education Savings Plans and Blended Families | CI Global Asset Management
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://advisor.sunlife.ca/wayne.girodat/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://advisor.sunlife.ca/wayne.girodat/
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
https://advisor.sunlife.ca/wayne.girodat/
https://advisor.sunlife.ca/wayne.girodat/
4 common life insurance myths unmasked
Don’t let these 4 myths stop you from getting the life insurance coverage you need. Talk to a Sun Life advisor or visit sunlife.ca to learn more.
Canada's economy grows more than expected
Small boost to GDP unlikely to stop Bank of Canada from cutting interest rate in September, economist says.
https://advisor.sunlife.ca/wayne.girodat/
https://advisor.sunlife.ca/wayne.girodat/
Five Ways To Deal With Market Volatility
Boost your knowledge with this helpful article.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com
Nearly half (47 per cent) of Canadians say they’ve been injured in a way that impedes or has impeded them from being fully functional at work, at home or at play, according to a new survey by Ipsos on behalf of the Canadian Athletic Therapists Association.
https://advisor.sunlife.ca/wayne.girodat/
https://advisor.sunlife.ca/wayne.girodat/
Canadians believe they need $1.7 million to retire: survey | Benefits Canada.com
While Canadians, on average, believe they need $1.7 million in retirement, this amount varies among different generations of employees.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
https://advisor.sunlife.ca/wayne.girodat/
https://advisor.sunlife.ca/wayne.girodat/
Report finds Quebec cities offering most work-life balance in Canada | Benefits Canada.com
Canada among top countries for work-life balance: report
https://advisor.sunlife.ca/wayne.girodat/
https://advisor.sunlife.ca/wayne.girodat/
Posthaste: The world's really rich are getting richer again — including Canadians
But Canadians’ fortunes grew as well, with high-net-worth individuals gaining 3.8 per cent more wealth and the population of the wealthy increasing 3.6 per cent.
https://advisor.sunlife.ca/wayne.girodat/
https://advisor.sunlife.ca/wayne.girodat/
Tips on raising a financially savvy child
There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.