Lea Hernaez - Advisor, Sun Life

09/02/2026

Back-to-school season is more than new routines — it’s a chance to reset and plan ahead. 📚🎒✏️

From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://bit.ly/3SHgj9s

09/02/2026

More young Canadians are recognizing the importance of financial protection.

A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://bit.ly/4h7kvZm

If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to chat.

The percentage of Gen Z Canadians with life insurance rose from 30% to 58%

09/02/2026

Retirement planning is about more than replacing income. Many Canadians are surprised to learn that expenses such as dental care, vision care, hearing aids, prescription drugs and home care may not be fully covered in retirement.

As Canadians live longer, planning for future health-care costs is becoming an important part of building a retirement strategy that can stand the test of time.

Have you considered how health-related expenses may fit into your retirement plan?

https://bit.ly/4zQ2Exk

09/02/2026

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you. ❤️🛡️👨‍👩‍👧‍👦

Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs.

08/25/2026

You can’t control the markets — but you can control your strategy, habits and mindset. Explore practical methods to stay on track. https://bit.ly/4zFeIS5

Let me know how I can help!

Wondering what uncertain times could mean for you? Here’s how to help protect your investments, your savings — and your well-being.

08/25/2026

Back-to-school season is a time for updated routines, new goals and fresh momentum. 🎒📚🍎

It’s also a great reminder to think ahead — whether that’s education savings, protection or building a strategy that supports your family as things evolve. If it’s been a while, let’s reconnect and make sure you’re set for the year ahead.

https://bit.ly/3UzX1TS

08/11/2026

Life insurance isn't just about protection, it can be a smart way to build wealth.

When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.

For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!

08/11/2026

Economic uncertainty can feel overwhelming — but there are steps you can consider. Learn how to keep saving and moving forward. https://bit.ly/4wkadtm

Reach out to chat about what moves are right for you.

Not sure what’s next for your finances and for the economy? We’re here for you. Here’s what you can start doing today when you don’t know what tomorrow has in store.

08/11/2026

Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://bit.ly/45pPSYz

Then get in touch to talk! https://bit.ly/3SsxLhF

08/04/2026

What does a recession really mean for your money? Understanding it can help you make more informed decisions.

Get the basics — and then get in touch to discuss your next steps.
👉 https://bit.ly/45aWHx1

Reach out to set up a time to chat!

Understand what a recession is, how it affects the Canadian economy and your personal finances - and what you can to prepare.