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Your family means the world to you, as they should.

Let’s protect their future and work towards giving them everything that they need and deserve.

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.

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

What to do if you outlive your retirement savings in Canada - MoneySense

Some Canadian seniors enter retirement without savings or run out of money over time. Here’s how they can stay afloat financially.

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Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.

Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.

Reach out to discuss your options and set up an insurance plan that helps meet your needs.

Younger Canadians are outsaving older ones as they enter trade war ‘survival mode’

Trump's tariffs are creating anxiety about jobs, inflation and recession, driving an increase in emergency savings

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An Ontario high school teacher on how worried kids are today about money and their future

Kelly Gregory, an Ontario teacher, is trying to address these fears by teaching financial literacy to students at her high school in Kingston. Her experience is that talking about money helps students feel better about the future

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Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

Most Canadians unaware that unused tax credits from prior years are still available: poll

Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits

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5 Ways Women Can Avoid Financial Mistakes Inherited From Parents

Gen Z women and 58% of Millennial women consider their parents a trusted source for money advice giving room for inherited financial mistakes to happen

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Doctors reveal 7 daily habits that help reduce inflammation naturally

'If people can eat 30 different diverse plant foods over the course of the week, that's very beneficial for gut health,' says Feller. 'And we know that the gut has a big role in terms of immune health and also inflammatory conditions throughout the body.'

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Canadians cutting spending, delaying purchases amid tariff turmoil: MNP survey

A survey suggests Canadians’ outlook for their personal finances has brightened even as they’ve taken steps to cut their expenses amid economic turmoil.

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The FP Wealth Survey: How much does it take to be considered wealthy in Canada?

Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier.

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Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance

Certain terms and conditions may apply. Contact me for more information.

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

Your insurance needs are unique at every life stage.

Consider layering insurance policies to benefit from more flexible coverage.

Check out our article to learn more and see if it would suit you.

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It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

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🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance

Certain terms and conditions may apply. Contact me for more information.

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade

Certain terms and conditions may apply. Contact me for more information.

Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.

Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.

#EntrepreneurLife #LifeInsurance

*Certain terms and conditions may apply. Contact me for more information.

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