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Let’s work together towards your financial goals while protecting what matters most to you.

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.

🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.

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Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

https://www.invesco.com/ca/en/insights/why-canadian-listed-etfs-may-make-more-sense.html

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.

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There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

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.

Need help with your RRSP? Contact me!

#RetirementPlanning #RRSP

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As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.

Optimize your RRSP and TFSA with Sun Life One Plan.

Sun Life One Plan helps you build a detailed roadmap that applies tax-efficient strategies to grow your assets.

Book a consultation with me today to create your personalized plan to help reach your financial goals.

#SunLifeOnePlan #FinancialStrategy

Transcript: Take one small step to build one holistic financial roadmap in one place. Sun Life One Plan. Book a consultation today.

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Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.

Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

#SnowbirdLife #Retirement #SunLifeCanada

Artificial intelligence, wellness apps alone cannot solve mental health crisis, warn experts

Emotional support is an increasingly common reason people turn to generative artificial intelligence chatbots and wellness applications, but these tools currently lack the scientific evidence and the necessary regulations to ensure users' safety, according to a new health advisory by the American Psychological Association.

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RRSP vs TFSA: The Ultimate Guide | Wealthsimple

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa

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.

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With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

#CyberSecurity #CyberMonday #SunLifeCanada

How to make dividends and compound growth work for you

Boost your knowledge with this helpful article.

https://www.fidelity.ca/en/insights/articles/make-dividends-and-compound-growth-work-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.

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How much does it really cost to buy your first home in Canada?

Check out this new resource I found!

https://www.fidelity.ca/en/insights/articles/cost-to-buy-your-first-home-in-canada/

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.

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As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat!

#HolidayPrep #HealthyHolidays #SunLifeCanada

I am Proud to share I have offically reached my first year as a Sun Life advisor. This milestone would not be possible withought the trust, confidence and support of my incredible clients, collegues, and community.

It has been a privlege to help individuals and families work toward their financial goals and be apar of their journeys. I look forward to many more years of parntership, growth and success together.

Thank you all for being apart of this first chapter, here to many more ahead! 🎉🎉🎉

The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes several key measures related to tax cuts and incentives, federal benefits, and support for workers.

To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!

https://www.sunlife.ca/en/investments/market/canada-federal-budget/

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

#DiabetesAwareness #DiabetesAwarenessMonth

Buying your first home

Access helpful resources on financial knowledge developed by professionals in the industry.

https://www.canadalife.com/investing-saving/mortgages/buying-your-first-home.html

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.

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Mutual fund distributions versus segregated fund allocations – what’s the difference?

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.canadalife.com/investing-saving/mutual-funds/mutual-fund-distributions-vs-segregated-fund-allocations.html

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.

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Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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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.