Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
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.
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.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Managing debt: What an advisor can do for you
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
What is a recession and what does it mean for you?
Understand what a recession is, how it affects the Canadian economy and your personal finances - and what you can to prepare. Visit sulife.ca to learn more....
Move or renovate: How do you decide?
Should you stay or should you go? Visit sunlife.ca to help you decide if it’s best to renovate your house or move.
Budget calculator
Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
7 Easy Tips for Halloween Healthy Eating
It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on...
Being an executor can be time-consuming and expensive at a time of great grief
If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.
Why fall is the best time to make resolutions
Why wait until the New Year to start working on your health, fitness and money resolutions? Here’s why you should get going now....
8 Everyday Health and Wellness Habits Linked With a Longer Life
The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood...
Looking to Cut Costs? These Are 5 of the Best Items to Buy Used
There are good deals to be had when buying used items, so long as you know what to look for and stick to some perennial items that never go out of style.
Sedentary lifestyle: How to get moving and save money
An inactive, or sedentary lifestyle, with too much sitting and not enough exercise, is bad for you. It can also cost you more on insurance. Visit sunlife.ca to...
Bank of Canada raises rate 75 bps and signals more hikes to come
Bank of Canada raised its key interest rate for the fifth time this year to 3.25%. Read...
Hit the pause button before making that mid-life crisis splurge
'It really comes down to balancing today versus tomorrow,' expert says. Read...
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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.