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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.

It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.

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Shop price inflation driven up by rising food costs

Food inflation increased to 3.3% in December, outstripping wider shop price inflation of 0.7%, according to newly published figures.https://advisor.sunlife.ca/xavier.west/

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Ottawa pushes for policy changes to boost first-time homeownership

The federal government is moving forward with policies aimed at assisting first-time home buyers in the New Year.https://advisor.sunlife.ca/xavier.west/

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New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://advisor.sunlife.ca/xavier.west/

‘List in the new year and sell by spring.’ Toronto-area home prices are set to drop in 2026 — and could wipe out six years of price gains

Toronto's real estate market today is reminiscent of the 1990s housing crash for Dan Cooper. https://advisor.sunlife.ca/xavier.west/

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Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/xavier.west/

Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.

https://advisor.sunlife.ca/xavier.west/

Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.

https://advisor.sunlife.ca/xavier.west/

TFSAs, RRSPs, RESPs and non-registered accounts: A comparison

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/xavier.west/

How I’d Structure a $21,000 TFSA for Constant Monthly Income

Many Canadians might feel like the last three years slipped through their fingers. Between high inflation, soaring interest rates, and market volatility, it’s been easy to fall behind on building wealth. That’s exactly why catching up now inside a Tax-Free Savings Account (TFSA) matters so much. https://advisor.sunlife.ca/xavier.west/

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Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

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Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!

https://advisor.sunlife.ca/xavier.west/

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/xavier.west/

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Is your child's education fund on track?

Starting early and saving consistently can make a significant difference in your child's educational future.

Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options

Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.

https://advisor.sunlife.ca/xavier.west/

Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.

Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider

Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.

Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.

Ready to take on every challenge

Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.

Get the peace of mind you need to make your next move.

For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.

Let’s chat! https://advisor.sunlife.ca/xavier.west/

*Terms and conditions apply

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10 superfoods to boost a healthy diet - Harvard Health

No single food — not even a superfood — can offer all the nutrition, health benefits, and energy we need to nourish ourselves. The 2015–2020 US Dietary Guidelines recommend healthy eating patterns, "combining healthy choices from across all food groups — while paying attention to calorie limits."https://advisor.sunlife.ca/xavier.west/

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Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments

Let's make sure your investments are set for 2026. Get in touch today.

https://advisor.sunlife.ca/xavier.west/

Two-thirds of millennials are afraid of running out of money in retirement, CPPIB survey says

Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://advisor.sunlife.ca/xavier.west/

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Have questions?

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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.