Sean Plunkett - Associate Advisor, Sun Life

03/18/2025

Be sure to sign up and check out this upcoming webinar from Sun Life!

While thinking about your estate planning, an important aspect to consider is taxation. Estate & taxes: The essentials will focus on: • providing for your loved ones • the importance of beneficiary designations • passing on your estate in a tax efficient manner ____________________ By register...

02/06/2024

Another Great Webinar Coming Up!

Staying The Course
This webinar addresses how to stay calm during fluctuations in market values. The discussion includes reviewing your priorities and goals and knowing your comfort with risk.

01/16/2024

FREE WEBINAR
https://www.sunlife.ca/ma/r/?id=h4ec8dde9,7cf12cd,2f10823

2024 Quarterly Market Outlook - Capital Markets Expectations 2024 & Beyond Confirmation

https://www.sunlife.ca/ma/r/?id=h4ec8dde9,7cf12cd,2f10823

Don’t miss this session with Franklin Templeton. The webinar will cover Capital markets expectations for 2024 and RRSP and TFSA savings strategies. • Importance of setting a PAC and annual adjustment to offset the effects of inflation. With inflation being rampant it’s top of mind for a lot of...

07/26/2021

Great local companies doing great things for the community!!

06/07/2021

Here is a good, informative video.
If you have any questions or would like assistance to start saving today, just let me know.
Have a great week!

What is a mutual fund? And how do they work? Watch and see how mutual funds work and how investing in one can help you save for important goals.

05/13/2021

The 1st CCB young child supplement is being issued May 28th! Need to update your direct deposit info? You can make changes or sign up via many financial institutions or through My Account: http://ow.ly/7pGF50ELVvh

03/17/2021

I am very excited to now be based and working out of Amherstburg!! If you grew up in Aburg, I'm sure that you will recognize the building😁