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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.
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
#SunLifeOnePlan #FinancialSecurity
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
🎉 It's Small Business Week 2025! 🚀
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
Knowledge is power in the battle against breast cancer. This month, be empowered to learn about risk factors, screening options and the importance of self-exams. Schedule your mammogram today and encourage your loved ones to do the same. Your health matters – let's spread awareness and save lives.
#BreastCancerAwarenessMonth
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
#BreastCancerAwarenessMonth
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
Phone: (306) 850-4917
Email: xander.kreis@sunlife.com
Website: https://advisor.sunlife.ca/xander.kreis/
Schedule an appointment: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
Phone: (306) 850-4917
Email: xander.kreis@sunlife.com
Website: https://advisor.sunlife.ca/xander.kreis/
Schedule an appointment: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness
Watch video
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.
Happy Thanksgiving!
Happy Thanksgiving!
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Ready for life's next big adventure? 🎓🏠🏖️
From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.
Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).
Let's chat and get you covered!
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
*Terms and conditions apply (because, you know, fine print and all)
From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.
Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).
Let's chat and get you covered!
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
*Terms and conditions apply (because, you know, fine print and all)
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
#SunLifeOnePlan #Insurance #YourWealth
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).
Get in touch to set up an RESP for your child.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Get in touch to set up an RESP for your child.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
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.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
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.
Contact my office today at xander.kreis@sunlife.com
306-850-4917
Book an appointment online: https://action.sunlife.ca/AppointmentRendezvous/s/?AID=Y8nxPM7orFMcPX5uBsUpGNyHC4ODp9tRnjiU9zRAimA%3D&language=en_CA
Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.
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Are You Saving Enough by 35? See How You Stack Up
Wondering if you’re on track with your savings? Find out how your balance compares to others your age, and what could help you
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 the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.