Chelsey Heidman - Advisor, Sun Life

05/15/2026

Chat with the experts and join us for an engaging and educational Financial Wellness Seminar designed to help individuals and families feel more confident about their financial future. This event brings together a collaborative team of professionals — including a mortgage expert, real estate lawyer, and investment advisor — to provide practical guidance, real conversations, and strategies that connect every stage of the financial journey.
What you'll learn:
-Understanding the current housing and mortgage market
-Preparing for home ownership and protecting your investment
-Real estate legal essentials every buyer and homeowner should know
-Building long-term wealth and financial stability
-Managing debt, budgeting, and financial habits
-Mortgage renewals, refinancing, and equity strategies
-Planning for future goals while navigating today’s economy
Creating financial confidence through education and informed decision-making
This seminar is designed to be approachable, informative, and empowering — whether you’re a first-time buyer, homeowner, investor, or simply looking to improve your financial wellness overall
Lets' chat- we'll bring the coffee!

05/04/2026

Spring into savings with Sun Life! I’m excited to announce TWO special offers designed to help you protect what matters most.

Get 10% off permanent life insurance when bundled with term, PLUS get cash back on critical illness coverage. Available now through July 31. Let's explore your options together!

04/10/2026

Come out to the Angus Pop-up Market tomorrow at the Angus arena from 10-3!

Tons of high-value vendors, great food, and some awesome workshops!

03/23/2026

Curious about RRSPs? Let's break it down!

In less than 2 minutes, learn RRSP basics including:
- How it can help you save for retirement
- The tax benefits of contributing

Watch the video to get started and reach out to discuss your personal RRSP strategy.
https://bit.ly/4lNaJw7
https://bit.ly/4lUXda4

Transcript: What is an RRSP? Simply put, a Registered Retirement Savings Plan, or RRSP, is a type of savings account that helps Canadians save for their retirement. How does an RRSP work? You can hold a variety of investments in your RRSP, like: stocks, bonds, GICs, and mutual funds. Any contributions or growth within your RRSP help you defer taxable income. This means you can defer taxes this year when you contribute, and defer taxes on any investment growth, until you choose to access the funds. For most, withdrawing from your RRSP at a later point in life means paying less tax. Think of it this way: you’ll probably be in a lower tax bracket when you’re retired in your 60s or 70s. So you’ll be paying less tax when you withdraw from your RRSP at that age. What’s your RRSP contribution limit? Your yearly contribution limit is 18% of your earned income, plus unused room from earlier years. Any money you put into an RRSP, up to the limit, reduces your taxable income for that year. Your RRSP contribution limit is calculated each year and will appear on the Notice of Assessment you receive after filing your taxes. For more tips and tools, visit sunlife.ca.

Find out, in simple terms, what an RRSP is and how it can help you save for retirement. Learn More: https://www.sunlife.ca/en/investments/rrsp/simply-put-wha...

03/20/2026

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

03/08/2026

Happy International Women's Day!

Reward yourself today by taking initiative - either for yourself or another woman you love. By engaging, educating, and encouraging more women to take control of their finances, we're all stronger. Let's chat.

Here is a great read that helps illuminate some of the unique financial needs women.

Women deserve to feel confident when dealing with money. Here’s how gaining confidence with money can help you save more and plan better.

03/04/2026

Imagine entering adulthood with a strong foundation of financial knowledge. For your children, that power is well within reach!

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

03/02/2026

02/28/2026

I help busy families turn financial overwhelm into clarity and confidence through straightforward education, efficient planning, and creative solutions.

You deserve to feel secure today and excited about the future!

02/25/2026

Preparing for the unexpected is an important step in protecting yourself and your family!

You might not be able to predict a financial emergency, but you can prepare for one. Here’s how you can be ready for life’s surprises.