Trimper DeGrass Financial Services Inc.

05/27/2026

Looking for lifelong protection, lasting value and financial flexibility? Permanent life insurance offers guaranteed lifetime coverage plus potential for cash value growth over time. Let's chat about options that fit into your long-term financial strategy. https://bit.ly/4uCRmK7

05/18/2026

This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.

Happy long weekend!

05/13/2026

Don’t get caught with unexpected medical costs or lost income from a life-altering illness. Sun CII's got you covered. Get a lump sum payment to use however you need if you’re faced with a covered illness. Now with limited-time savings on your first year of premiums. Offer ends July 31.

Want info or quotes? email [email protected] or call 902-445-4441

04/30/2026

Sometimes it helps to have a conversation. I work with my clients to help them navigate through uncertain times and plan for the future. Want to chat? [email protected]

Rising costs of everyday expenses. Gas prices getting higher. Market changes. There’s a lot happening in Canada and our world right now.

Approximately 1 in 5 Canadians are feeling uncertain about their financial future*. It might feel familiar but know you’re not alone in this. That’s exactly why we’re here to help.

We want you to know that we hear you and we’re here to help. For 160 years, Sun Life has been there through uncertainty. Small steps, a solid plan, and the right support can help make all the difference.

Read about the full study and what we can do, together, to get through this: https://ow.ly/KbWw50YSrGH

*Source: Sun Life commissioned study, April 2026. Base: n=1,921, Canadians 18+

04/28/2026

Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

04/22/2026

Dr. Marius Barnard was credited with the invention of Critical Illness Insurance.

Dr. Barnard was a heart surgeon who was part of the team that performed the first human-to-human heart transplant in South Africa in 1967.

Although he helped many patients make a full recovery from their illnesses, he also saw their financial difficulty in the years to follow.

“You need critical illness insurance not because you are going to die, but because you are going to survive” Dr. Marius Barnard.

04/20/2026

Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31.

03/23/2026

Did you know permanent life insurance can provide lifelong protection and a chance to grow cash value over time? It’s never too early to start talking about flexible options that will work with your evolving financial strategy. Let’s chat about the best solution for you. https://bit.ly/485PQqn

03/04/2026

01/05/2026

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/3Nt9O6W

Have questions, want to start a RRSP, want a second opinion on your current investment mix? Reach out and I"m happy to help.
[email protected]
902-445-44441

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...