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.
You might live to 100. Do you have enough wealth to get there?
You might live to 100. Do you have enough wealth to get there? Connect with one of our WSC Financial advisors to see how you can!
#wscfsi #SunlifeCA
#wscfsi #SunlifeCA
5 steps to choosing a guardian for your children
Here are some helpful tips when selecting a guardian for your children:
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
A shout out to our WSC Admin Team! Each member is critical in running areas of the back office and ensuring that our WSC Advisors focus their time on you! A big thanks to Marcy, Jay, Irene, Jessica, Donna, Cindy, and Olivia (not in the picture), for all that you do!
#bestassistants #SunlifeCA #wscfsi
#bestassistants #SunlifeCA #wscfsi
A shout out to our WSC Admin Team! Each member is critical in running areas of the back office and ensuring that our WSC Advisors focus their time on you! A big thanks to Marcy, Jay, Irene, Jessica, Donna, Cindy, and Olivia (not in the picture), for all that you do!
#bestassistants #SunlifeCA #wscfsi
#bestassistants #SunlifeCA #wscfsi
FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?
Gifts of personal property can be emotionally priceless, but costly to handle if courts must rule on legal issues. Reach out to one of our WSC advisors to discuss how you can efficiently transition your assets to the next generations.
#SunlifeCA #wscfsi #will #wealthplanning #wealthtransitions
#SunlifeCA #wscfsi #will #wealthplanning #wealthtransitions
Today is National Safe Workplace Day! At WSC, we ensure our team feels both safe and comfortable, with ergonomic equipment, stand-up desks and lots of light! Here is a peak at part of our back office area :)
#NationalSaferWorkplaceDay
#NationalSaferWorkplaceDay
Today is National Safe Workplace Day! At WSC, we ensure our team feels both safe and comfortable, with ergonomic equipment, stand-up desks and lots of light! Here is a peak at part of our back office area :)
#NationalSaferWorkplaceDay
#NationalSaferWorkplaceDay
At WSC Financial, we understand the unique financial
challenges you face.
That's why we offer specialized expertise and support to help
you navigate the financial landscape and make informed
decisions about your finances. 🤓
If you need financial guidance, don't
hesitate to reach out. We're here to help! Click the link in our bio
to learn more about who we are and what we do.
#wealthplanning #sunlifeCA #wscfsi
challenges you face.
That's why we offer specialized expertise and support to help
you navigate the financial landscape and make informed
decisions about your finances. 🤓
If you need financial guidance, don't
hesitate to reach out. We're here to help! Click the link in our bio
to learn more about who we are and what we do.
#wealthplanning #sunlifeCA #wscfsi
At WSC Financial, we understand the unique financial
challenges you face.
That's why we offer specialized expertise and support to help
you navigate the financial landscape and make informed
decisions about your finances. 🤓
If you need financial guidance, don't
hesitate to reach out. We're here to help! Click the link in our bio
to learn more about who we are and what we do.
#wealthplanning #sunlifeCA #wscfsi
challenges you face.
That's why we offer specialized expertise and support to help
you navigate the financial landscape and make informed
decisions about your finances. 🤓
If you need financial guidance, don't
hesitate to reach out. We're here to help! Click the link in our bio
to learn more about who we are and what we do.
#wealthplanning #sunlifeCA #wscfsi
WSC wishes all dads a very happy Father's Day!
#FathersDay #wscfsi #SunlifeCA
#FathersDay #wscfsi #SunlifeCA
WSC wishes all dads a very happy Father's Day!
#FathersDay #wscfsi #SunlifeCA
#FathersDay #wscfsi #SunlifeCA
Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management
Dive into expert insights on building and preserving wealth in today’s economic landscape.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Choosing a Financial Advisor is a big decision. At WSC we are here to help! Here are some top questions to ask when looking for a financial advisor:
How will we work together?
How will you communicate with me, and how often?
What services do you provide?
What's your investment philosophy?
How will you track my investment performance?
We hope this helps you fins the Financial Advisor that is right for you!
#financialadvosir #wscfsi #SunlifeCA
How will we work together?
How will you communicate with me, and how often?
What services do you provide?
What's your investment philosophy?
How will you track my investment performance?
We hope this helps you fins the Financial Advisor that is right for you!
#financialadvosir #wscfsi #SunlifeCA
Choosing a Financial Advisor is a big decision. At WSC we are here to help! Here are some top questions to ask when looking for a financial advisor:
How will we work together?
How will you communicate with me, and how often?
What services do you provide?
What's your investment philosophy?
How will you track my investment performance?
We hope this helps you fins the Financial Advisor that is right for you!
#financialadvosir #wscfsi #SunlifeCA
How will we work together?
How will you communicate with me, and how often?
What services do you provide?
What's your investment philosophy?
How will you track my investment performance?
We hope this helps you fins the Financial Advisor that is right for you!
#financialadvosir #wscfsi #SunlifeCA
Investor Behaviour
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Are you or your loved ones looking for a trusted advisor? Look no further! Whether you are starting out in life or looking to transition your wealth to your future generations, each of our advisors at WSC have expertise in planning for stages of life. Reach out to us today to connect with an advisor that is right for you!
#wscfsi #SunlifeCA #findanadvisor #trustedadvisor
#wscfsi #SunlifeCA #findanadvisor #trustedadvisor
Are you or your loved ones looking for a trusted advisor? Look no further! Whether you are starting out in life or looking to transition your wealth to your future generations, each of our advisors at WSC have expertise in planning for stages of life. Reach out to us today to connect with an advisor that is right for you!
#wscfsi #SunlifeCA #findanadvisor #trustedadvisor
#wscfsi #SunlifeCA #findanadvisor #trustedadvisor
May is Mental Health Awareness Month. It’s not always easy to care for your mental health when you have a lot on your plate personally and professionally. That’s why this year WSC is offering a subscription to "Calm" for all employees!
Thank you, WSC for giving us the opportunity to explore mental health resources and take small, achievable steps for a positive impact on our wellbeing!
#calm #wscfsi #mentalhealthawarenessmonth #SunlifeCA
Thank you, WSC for giving us the opportunity to explore mental health resources and take small, achievable steps for a positive impact on our wellbeing!
#calm #wscfsi #mentalhealthawarenessmonth #SunlifeCA
May is Mental Health Awareness Month. It’s not always easy to care for your mental health when you have a lot on your plate personally and professionally. That’s why this year WSC is offering a subscription to "Calm" for all employees!
Thank you, WSC for giving us the opportunity to explore mental health resources and take small, achievable steps for a positive impact on our wellbeing!
#calm #wscfsi #mentalhealthawarenessmonth #SunlifeCA
Thank you, WSC for giving us the opportunity to explore mental health resources and take small, achievable steps for a positive impact on our wellbeing!
#calm #wscfsi #mentalhealthawarenessmonth #SunlifeCA
Happy Mother's Day from all of us at WSC! Appreciating all moms for their hard work raising and supporting their children to be happy and healthy! Sending Mom some extra hugs and love on Mother’s Day!!!
#mothersday2024 #happymothersday #wscfsi
#mothersday2024 #happymothersday #wscfsi
Happy Mother's Day from all of us at WSC! Appreciating all moms for their hard work raising and supporting their children to be happy and healthy! Sending Mom some extra hugs and love on Mother’s Day!!!
#mothersday2024 #happymothersday #wscfsi
#mothersday2024 #happymothersday #wscfsi
Three charts on the benefits of staying invested
Need content to better understand the financial landscape? I have valuable resources for you.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Tip of the AI Iceberg | CI Global Asset Management
Empower yourself with easy-to-understand resources and learn more about the financial industry.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
WSC just donated a bin of items collected by our staff to Liam's Mission Comfort Kits today! This initiative helps to improve a child's hospital experience, providing a small comforting wave of positivity for the family who may be undergoing a lengthy stay in the hospital, often without any prior warning. The kits arrive to them with everything they could need coming into the hospital unexpectedly.
Liam’s Mission has been working tirelessly to support families in their time of need. Just in March, they’re delivering 200 kits to the SickKids organization. They are also donating 100 kits to Oakville Hospital, the new Milton Pediatric ward, Grand River Hospital, St Joe's and McMaster are also on the list of organizations hoping for kit donations.
We at WSC are happy to be part of this wave of positivity and generously support this initiative!
#wscfsi #sunlifeCA #liamsmission #sickkids
Liam’s Mission has been working tirelessly to support families in their time of need. Just in March, they’re delivering 200 kits to the SickKids organization. They are also donating 100 kits to Oakville Hospital, the new Milton Pediatric ward, Grand River Hospital, St Joe's and McMaster are also on the list of organizations hoping for kit donations.
We at WSC are happy to be part of this wave of positivity and generously support this initiative!
#wscfsi #sunlifeCA #liamsmission #sickkids
WSC just donated a bin of items collected by our staff to Liam's Mission Comfort Kits today! This initiative helps to improve a child's hospital experience, providing a small comforting wave of positivity for the family who may be undergoing a lengthy stay in the hospital, often without any prior warning. The kits arrive to them with everything they could need coming into the hospital unexpectedly.
Liam’s Mission has been working tirelessly to support families in their time of need. Just in March, they’re delivering 200 kits to the SickKids organization. They are also donating 100 kits to Oakville Hospital, the new Milton Pediatric ward, Grand River Hospital, St Joe's and McMaster are also on the list of organizations hoping for kit donations.
We at WSC are happy to be part of this wave of positivity and generously support this initiative!
#wscfsi #sunlifeCA #liamsmission #sickkids
Liam’s Mission has been working tirelessly to support families in their time of need. Just in March, they’re delivering 200 kits to the SickKids organization. They are also donating 100 kits to Oakville Hospital, the new Milton Pediatric ward, Grand River Hospital, St Joe's and McMaster are also on the list of organizations hoping for kit donations.
We at WSC are happy to be part of this wave of positivity and generously support this initiative!
#wscfsi #sunlifeCA #liamsmission #sickkids
Want to meet in person, by phone, or virtually? We can meet you however you prefer! Schedule some time with your WSC advisor today; we'll make sure it's worth your while with valuable financial advice and guidance!
#virtualmeeating #SunlifeCA #wscfsi
#virtualmeeating #SunlifeCA #wscfsi
Want to meet in person, by phone, or virtually? We can meet you however you prefer! Schedule some time with your WSC advisor today; we'll make sure it's worth your while with valuable financial advice and guidance!
#virtualmeeating #SunlifeCA #wscfsi
#virtualmeeating #SunlifeCA #wscfsi
Today is National Employee Appreciation Day! We at WSC are so appreciative of our amazing team! Thank you Jay, Marcy, Donna, Jessica, Cindy, Olivia, Jamison, Kevin, and Irene for the integral part you play in our WSC office!
~ Ralf, Jennifer and Sheena, Managing Partners at WSC Financial Solutions
#EmployeeAppreciationDay #wscfsi
~ Ralf, Jennifer and Sheena, Managing Partners at WSC Financial Solutions
#EmployeeAppreciationDay #wscfsi
Today is National Employee Appreciation Day! We at WSC are so appreciative of our amazing team! Thank you Jay, Marcy, Donna, Jessica, Cindy, Olivia, Jamison, Kevin, and Irene for the integral part you play in our WSC office!
~ Ralf, Jennifer and Sheena, Managing Partners at WSC Financial Solutions
#EmployeeAppreciationDay #wscfsi
~ Ralf, Jennifer and Sheena, Managing Partners at WSC Financial Solutions
#EmployeeAppreciationDay #wscfsi
Want to visit our WSC office in Oakville? We are in the office Tuesday through Thursday, and staff work remotely on Monday and Friday. Come on by, we look forward to welcoming you!
#wscfsi #SunlifeCA #visittheoffice
#wscfsi #SunlifeCA #visittheoffice
Want to visit our WSC office in Oakville? We are in the office Tuesday through Thursday, and staff work remotely on Monday and Friday. Come on by, we look forward to welcoming you!
#wscfsi #SunlifeCA #visittheoffice
#wscfsi #SunlifeCA #visittheoffice
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Reach out to one of our advisors at WSC for a chat to discuss what life insurance might be right for you.
#wscfsi #sunlife #lifeinsurance
#wscfsi #sunlife #lifeinsurance
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.