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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.
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/wild.illsley
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/wild.illsley
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Social Security beneficiaries' tax bills may change due to recent legislation. What to know
New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.https://advisor.sunlife.ca/wild.illsley
May your holiday season overflow with laughter, kindness and memorable moments.
10 superfoods to boost a healthy diet - Harvard Health
No single food — not even a superfood — can offer all the nutrition, health benefits, and energy we need to nourish ourselves. The 2015–2020 US Dietary Guidelines recommend healthy eating patterns, "combining healthy choices from across all food groups — while paying attention to calorie limits."https://advisor.sunlife.ca/wild.illsley
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/wild.illsley
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/wild.illsley
Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says
Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://advisor.sunlife.ca/wild.illsley
FINANCIAL PLANNING WEBINAR | Estate and taxes: The essentials
Tuesday, March 17, 12 p.m. ET
While thinking about estate planning, an important consideration is taxation. Understanding these elements will help you create a comprehensive estate plan that protects your assets and ensures your wishes are carried out effectively.
In this webinar you’ll learn more about:
~providing for your loved ones
~the importance of beneficiary designations
~passing on your estate in a tax efficient manner
Register now to secure your spot and take the first step towards a more secure financial future. https://sunlife.zoom.us/webinar/register/1117539908918/WN_f5itsf3UT66-BVHFxaswmA#/registration
Tuesday, March 17, 12 p.m. ET
While thinking about estate planning, an important consideration is taxation. Understanding these elements will help you create a comprehensive estate plan that protects your assets and ensures your wishes are carried out effectively.
In this webinar you’ll learn more about:
~providing for your loved ones
~the importance of beneficiary designations
~passing on your estate in a tax efficient manner
Register now to secure your spot and take the first step towards a more secure financial future. https://sunlife.zoom.us/webinar/register/1117539908918/WN_f5itsf3UT66-BVHFxaswmA#/registration
Ready to take on every challenge
Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/wild.illsley
*Terms and conditions apply
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/wild.illsley
*Terms and conditions apply
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As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/wild.illsley
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/wild.illsley
Help protect your family's future and save money too!
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
Get a discount on comprehensive coverage with the Term and Critical Illness Insurance bundle special offer. Take advantage of our 5% savings on CII premiums for the life of the policy*.
Let's chat about unlocking savings with lasting value! Hurry! This limited time offer ends soon.
*Terms and conditions apply.
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/wild.illsley
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/wild.illsley
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Public sector rent rises to be linked to inflation
Annual rent rises for tenants in social housing will be based on the Consumer Price Index next year.https://advisor.sunlife.ca/wild.illsley
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Fat loss: Study finds diet, exercise combination may be most effective
A new study has found that improving both diet and exercise levels simultaneously may be more effective in preventing weight gain, especially belly fat.https://advisor.sunlife.ca/wild.illsley
Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/wild.illsley
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/wild.illsley
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Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/wild.illsley
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/wild.illsley
Plant-Based Diet vs. Mediterranean Diet: Which Is Better for Health?
A new study suggests that well-designed plant-based dietary plans could match the nutritional quality of a Mediterranean-style omnivorous dietary pattern.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.