Stay informed
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.
4 Canadian Stocks to Own When Markets Get Nervous
Markets get nervous when uncertainty rises faster than confidence. Recession fears, sticky inflation, unexpected geopolitical shocks, or simply higher volatility that makes future earnings harder to forecast — any of these can trigger a rotation out of highly leveraged, cyclical, or story-driven stocks and into businesses with steadier demand, stronger balance sheets, and more predictable cash generation. If you’re an investor looking to steady a portfolio when volatility picks up, here are four TSX stocks worth considering.https://advisor.sunlife.ca/wild.illsley
'The bids just dried right up': Iran-driven oil shock ripples through Canadian economy
A global supply shock triggered by war in the Middle East is rippling through Canada’s economy, pushing up costs for farmers, businesses and consumers even as surging energy prices boost the outlook for oil and gas producers and fuel exporters. https://advisor.sunlife.ca/wild.illsley
Spring is here, and so is home buying season! 🏡
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/wild.illsley
#HomeBuyingSeason #DreamHome #RealEstateGoals
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/wild.illsley
#HomeBuyingSeason #DreamHome #RealEstateGoals
Today, we celebrate our planet and commit to protecting it for future generations.
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
Small actions today create a lasting impact tomorrow.
#EarthDay #Sustainability #ResponsibleInvesting
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/wild.illsley
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
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As a Canadian business owner, how you draw income matters. Salary, dividends or a mix? The right approach depends on your business goals and personal needs, and does impact your tax bill.
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/wild.illsley
#CanadianBusiness #TaxPlanning #IncomeTaxes
Let's talk about optimizing your compensation strategy.
https://advisor.sunlife.ca/wild.illsley
#CanadianBusiness #TaxPlanning #IncomeTaxes
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/wild.illsley
#SunLifeOnePlan
#SunLifeOnePlan
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/wild.illsley
https://advisor.sunlife.ca/wild.illsley
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/
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/wild.illsley
Have you had a risk conversation regarding your financial portfolio lately? Get in touch. https://advisor.sunlife.ca/wild.illsley
What does the escalating tension in the Middle East mean for you and your finances?
News of growing tensions in the Middle East may leave you feeling anxious. Wondering what impact this might have on the markets and your money? Here’s what you can do now to protect your investments.
https://advisor.sunlife.ca/wild.illsley
https://advisor.sunlife.ca/wild.illsley
Simple and effective ways for women to stay fit and energetic at any age. Here's about healthy eating, regular exercise, mental wellness, and lifestyle habits that support long-term health.https://advisor.sunlife.ca/wild.illsley
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.
#RetirementStrategy #Retirement #SunLife
#RetirementStrategy #Retirement #SunLife
Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/wild.illsley
#SunLifeOnePlan
Book a Sun Life One Plan conversation to map out your next steps. https://advisor.sunlife.ca/wild.illsley
#SunLifeOnePlan
As nature renews itself, it's the perfect time for a financial fresh start.
Book a spring money check-up to ensure your finances are blooming. Happy first day of spring!
https://advisor.sunlife.ca/wild.illsley
Book a spring money check-up to ensure your finances are blooming. Happy first day of spring!
https://advisor.sunlife.ca/wild.illsley
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/wild.illsley
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.