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.
Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.
您的健康目标进展如何?请记住,点滴积累终将促成巨大改变。您的保险计划或许能提供相关资源,助您稳步推进目标。让我们共同检视您的保障方案。
I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!
I can help you make the most of your savings, so you can be ready for what comes next. Let’s talk about your goals.
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Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
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.
https://advisor.sunlife.ca/zulfikar.dilshat
https://advisor.sunlife.ca/zulfikar.dilshat
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/zulfikar.dilshat
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/zulfikar.dilshat
https://advisor.sunlife.ca/zulfikar.dilshat
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/zulfikar.dilshat
https://advisor.sunlife.ca/zulfikar.dilshat
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/zulfikar.dilshat
报税季即将来临。您是否已充分利用各类可用策略,优化自身税务状况?
让我们共同探讨节税型投资选择
让我们共同探讨节税型投资选择
稅務季將至。您有否善用所有可行策略,為自己的稅務狀況爭取最佳優勢?
一起探討適合您的節稅投資選擇吧
一起探討適合您的節稅投資選擇吧
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!
https://advisor.sunlife.ca/zulfikar.dilshat
https://advisor.sunlife.ca/zulfikar.dilshat
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/zulfikar.dilshat
https://advisor.sunlife.ca/zulfikar.dilshat
As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your tomorrow starts today! Here’s to a prosperous year ahead.
So long 2025! Thank you for your continued trust and partnership. We look forward to working together in the coming year.
Happy New Year to you and yours!
Happy New Year to you and yours!
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/zulfikar.dilshat
✅ 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/zulfikar.dilshat
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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/zulfikar.dilshat
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/zulfikar.dilshat
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.
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.
May your holiday season overflow with laughter, kindness and memorable moments.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.