Yulia Cu - Advisor, Sun Life

07/17/2025

Wedding season can take a hit on your budget. Don't let a summer of celebrating love break the bank. Let’s talk about smart financial strategies so you can enjoy celebrating with loved ones while staying on budget. Get in touch today.

07/15/2025

The second quarter of 2025 saw some challenges to the financial markets mostly due to continuing trade issues. Read on for Sun Life's view of the economy and financial markets.
https://bit.ly/4kYma2l

01/29/2025

📢 TFSA alert: The 2025 contribution limit is $7,000!

💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.

Questions? Let's chat about your financial goals!

12/11/2024

📅 Mark your calendars! The RRSP contribution deadline is March 3.

💡 Tips:

• Check your contribution room
• Set up automatic contributions
• Explore investment options

Contact me and let's help make sure you're on track for a secure financial future.

09/16/2024

You may be able to save when you layer two or more Sun Life insurance solutions. The bundle offer ends Dec 31. Contact me to learn more.*

* Certain terms and conditions may apply. Contact me for more information.

08/27/2024

Did you know a Tax Free Savings Accounts (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits and helps you build your savings? Let’s schedule a meeting to talk about how you can use a TFSA in your estate plan.

08/23/2024

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, 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.

While there are a few programs to help first-time homeowners save for a down payment, most aren’t as attractive as the new Tax-Free First Home Savings Account (FHSA). This new account – launched in April 2023 – combines the more attractive features of a Registered Retirement Savings Plan (RRSP...

08/20/2024

It is devastating to see communities across our country impacted by wildfires. At Sun Life we play a critical role in supporting our Clients, advisors, and Employees in times like these. From access to prescriptions, to mental health supports and more, we are there to help.
To support immediate and ongoing relief efforts in Jasper and other affected areas in Alberta, we are donating $50,000 to the Canadian Red Cross Alberta Wildfires Appeal. If you are considering supporting wildfire relief efforts, remember to take advantage of our donation matching program by visiting Link: https://bit.ly/46SyL1g

07/08/2024

Good news! The deadline for the Protection Bundle offer has been extended! Now, you have until July 31 to bundle any permanent life insurance product with critical illness insurance to save. Email or call me for the full details and to take advantage now!

05/09/2024

Managing diabetes requires a care plan and a hashtag ! Thank you Michael Van Alphen for this amazing opportunity to be able to participate in this pilot to get a first glance on the impact this opportunity will bring to our clients. hashtag hashtag 💬

01/10/2024

Can a TFSA be part of your long-term savings strategy? Join Sun Life's free “Capital markets expectations for 2024 & beyond” webinar. https://bit.ly/3NSUFcr

01/07/2024

Are you curious about Canada’s new first home savings account (FHSA)? I can show you how it might work for you.