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Vous sentez-vous tiraillé entre les besoins de vos enfants et ceux de vos parents vieillissants? Vous n’êtes pas seul·e.

Il peut être difficile de concilier plusieurs responsabilités financières, mais il existe des stratégies pour y parvenir.

Discutons de vos besoins afin de vous aider à préserver votre avenir financier.




scénario : Vous vous sentez pris en étau? Ne laissez pas la pression qui accompagne ce sentiment nuire à votre bien-être financier
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
Now Retired: How Do I Withdraw Funds Without Running Out of Money?

Retirement isn’t just about saving, it’s about drawing income wisely. Once you’re no longer working, the key question becomes: How do I make my money last?

This means having a clear withdrawal strategy that balances income needs, tax efficiency, and long-term growth.

You may be withdrawing from several accounts, such as:

• RRSPs/LIRAs, which must be converted to RRIFs or LIFs by age 71
• TFSAs, which offer tax-free withdrawals
• Non-registered investment accounts, which are more flexible but may have tax implications

A proper plan ensures you’re not withdrawing too much too soon, and that you’re making the most of tax-efficient income options.

Let’s chat if you’re unsure where to start. Your retirement should feel secure, not stressful.

William.Hins@sunlife.com
709-944-0769
www.sunlife.ca/William.hins
Simply Put: What is an RRSP?

Simply Put: What is an RRSP?

Unlock the power of RRSPs! 🔐💰

Watch this video to learn how RRSPs can help you save for retirement, defer taxes and potentially pay less tax in the future.

William.Hins@sunlife.com
709-944-0769
www.sunlife.ca/William.hins
En termes simples - Qu’est-ce qu’un REER?

En termes simples - Qu’est-ce qu’un REER?

Découvrez la puissance des REER ! 🔐💰

Dans cette vidéo, vous découvrirez comment les REER permettent d’économiser pour la retraite, de reporter l’impôt et même de le réduire à l’avenir.

William.Hins@sunlife.com
709-944-0769
https://conseiller.sunlife.ca/f/william.hins/

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