Kristian Robillard CFP CLU BA - Financial Planner, Sun Life

Kristian Robillard CFP CLU BA - Financial Planner, Sun Life I help clients build and protect their savings so they can retire with confidence. I am a CFP® professional. I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
09/01/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/4zHy2hw

Life changes — and your protection should keep up. Diverse coverage options and the right strategy can help provide fina...
08/30/2026

Life changes — and your protection should keep up. Diverse coverage options and the right strategy can help provide financial security today while supporting your long-term goals. Connect with me to review your coverage and make sure it fits with your life plans. ❤️🔒

https://bit.ly/4gGuUtO

Want your money to work for your family's future? 💰  Creating a plan to help your wealth last for generations takes more...
08/29/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/3UpRnUq

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/4wQbJ6E

From economic shifts to hiring challenges, uncertainty has become part of doing business. Help prepare for the unexpecte...
08/25/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/4qBggIw

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
08/21/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
08/20/2026

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your va...
08/18/2026

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://bit.ly/4qnsbK1

When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves wi...
08/16/2026

When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves with their money. Here are a few things to consider before you act. https://bit.ly/3RRS9Zx

Let me know how I can help. https://bit.ly/4ibvkdJ

Markets go up and markets go down. It can be tempting to try to avoid the worst by cashing out when markets tumble. But it could be a costly mistake. Here’s why.

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93 Bell Farm Road, Unit 112
Barrie, ON
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