Jared Adams, B.Comm. Advisor, Sun Life

10/13/2023

What is a TFSA? Simply put, a tax-free savings account is a type of savings account to help save for any need. Money, or contributions, that you put into a TFSA are made with after-tax dollars. This means you’ve already paid income tax, and won’t need to pay tax again when you make withdrawals in the future. Plus, you won’t pay tax on any investment growth in your TFSA. Interested? We can help you build a savings plan that meets your goals and needs.

04/25/2022

Are you worried about money? Financial stress can affect your mental health A psychologist and Sun Life advisor share how you can regain control over your finances – and your life.

04/21/2022

Do you currently have Mortgage Insurance at the Bank? There are other alternatives. A 40 year old male and a 40 year old female can have $250,000 each of insurance to cover their mortgage for $39 per month. Call our office today for a quote....

01/25/2022

This year, more than 4,000 votes were tallied to reveal the winning brands for 2022!

07/23/2021

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

07/23/2021

COVID-19 Update: We’re still here for you. We’ve gathered resources to help you manage your health and money through COVID-19.

07/07/2021

Contrary to popular belief, the best time for you or a loved one to get life insurance is as a young adult. Want to learn more? Reach out today. (709) 589-3361

You aren't getting any younger, so even if you don't have kids yet, it's probably the best — read: cheapest — time to get life insurance.

07/07/2021

Do you need mortgage insurance? Or would life insurance offer you mortgage protection and more? Learn about the difference between mortgage insurance and life insurance. Find out which one you need to protect your home and your family.

03/15/2021

If you would like to know more about Tax-Free Savings Accounts, give me a call at my office 709-589-3361, or send me a message!

Millennials and gen Z are now more concerned about saving than older generations, according to a Sun Life survey