Lourdes Palmer, Advisor, Sun Life

03/03/2022

My thoughts are with everyone affected by the conflict in Ukraine. To help support immediate and ongoing humanitarian relief efforts, including supporting those that have been displaced, Sun Life is donating $200,000 to . https://sunlife.co/3SLNews1

03/02/2022

Are you entitled to a tax refund for your medical expenses?

You may be able to claim your healthcare expenses as eligible medical expenses on your tax return. Here’s how it works

Are you getting ready to file your 2021 taxes? Don’t forget that you can deduct some medical expenses. See how it works in this article.

02/23/2022

To improve access to mental health support for the Black community, Sun Life is donating $200,000 to . The funding will help 200 Black essential workers in Ontario and Quebec access five culturally tailored mental health sessions at no cost. Black health matters and improved health outcomes build healthier communities. This is one way we are helping people live healthier lives. Learn more: https://bit.ly/3oVDcE5.

02/21/2022

A second year of the pandemic means another tax season with COVID-related deductions. There’s a lot to know this time around again. Whether you’re deciding to DIY your taxes or hire a professional, these tips should help you understand the rules.

Are there still special write-offs for COVID? TFSA or RRSP? When is interest tax deductible? Find out all this, and more, in our round-up of best tips for Canadians for 2021 tax season.

02/20/2022

The best time to plan for the unexpected is when you’re healthy. While your provincial health care may cover your treatment, you’ll likely have additional expenses. Where will that money come from? Your savings? Your credit card? Or will you borrow against your home? Instead, have the peace of mind of critical illness insurance.

Want to know if it’s worth it? Find out more here or contact me with any additional questions. I’m here to help.

Recovering from a serious illness can be expensive. But is critical illness insurance worth it? Find out.

02/16/2022

Family Day is coming up! Hopefully you will be able to spend it doing some fun activities with your loved ones.

Looking for some ideas to keep everyone entertained? Here are six low-to-no cost ideas for indoor and outdoor family fun.

Are you looking for ideas for how to spend your family day? We have 6 ways to make it fun.

02/14/2022

“Sometimes, the most productive thing that you can do is to step outside and do nothing…relax and enjoy nature.” – Melanie Charlene

02/14/2022

Prices at the pump and grocery stores continue to rise. “Shopping around” to stay within your is just one consumer tip to combat inflation. Coupons, points systems and even downsizing to save on rent are ways you can try and combat inflation.

As inflation increases to levels not seen in decades, experts are advising Canadians to take advantage of coupons, points programs and purchase affordable alternatives where possible to help mitigate the financial strain caused by rising prices.

02/14/2022

There are many ways for small businesses to reduce their income taxes in Canada. This guide offers some of the top strategies to lower your taxes and keep more money in your business.

See how many of these small business tax strategies you can use to reduce the amount of income tax you pay if you operate a small business in Canada.