Abigail Tumamao - Advisor, Sun Life

10/02/2026

A TFSA is more than just a savings account!

Watch this short video that breaks down TFSAs in easy terms. Discover:
- How it can help you save for various goals
- The tax advantages it offers

Let's discuss how a TFSA could fit into your financial picture!
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Transcript: What is a TFSA? Simply put, a tax-free savings account, or TFSA, is a type of savings account to help save for any need. How does a TFSA work? A TFSA doesn’t have to be a savings account at a bank. A TFSA can contain a variety of investments like: bonds, stocks, mutual funds, and exchange-traded funds. 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 again when you make withdrawals in the future. Plus, you won’t pay tax on any investment growth in your TFSA. Whether you’re saving for a dream vacation, your first home, or your retirement, a TFSA can help. What is your TFSA contribution limit? A contribution limit is the maximum amount you can add to your TFSA each year. The annual TFSA contribution limit changes from year to year. The federal government determines these limits. You’re entitled to the lifetime contributions for every year after you turn 18 and are a Canadian resident. For example, let’s say you don’t have a TFSA and were 18 in 2009, when the government introduced the TFSA. In this case, if you were a Canadian resident throughout that entire time, you’d have full contribution room available. But if you became a Canadian resident in 2015, you’d start gaining contribution room then. The best way to find out how much you can contribute to your TFSA is through the Canada Revenue Agency. Whenever you need it, a TFSA is a smart way to save, and see your savings grow – tax-free. Find more tips and tools at sunlife.ca.

Find out how a TFSA is a smart way to save and see your savings gro...

10/02/2026

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.

What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂

10/01/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/4rDFKWh

09/30/2026

More young Canadians are recognizing the importance of financial protection.

A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://bit.ly/4iSVqTm

If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to chat.

The percentage of Gen Z Canadians with life insurance rose from 30% to 58%

09/30/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://bit.ly/4xTCmbs

06/01/2026

When it comes to your portfolio, you don’t have to choose between growth and stability.

Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.

For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://bit.ly/4uLiCGh

05/31/2026

Lorsqu’il est question de votre portefeuille, vous n’avez pas à choisir entre la croissance et la stabilité.

En ajoutant une assurance-vie permanente à votre portefeuille, vous pouvez obtenir le meilleur des deux mondes. Elle peut offrir une volatilité exceptionnellement faible tout en fournissant des rendements historiquement fiables et fiscalement avantageux.

À titre informatif seulement. Vous voulez savoir comment l’assurance-vie permanente peut propulser votre portefeuille? Discutons-en! https://bit.ly/4uJeeHV

05/30/2026

This June, we celebrate Senior's Month and honour the incredible contributions of older adults to our communities.

Seniors bring decades of wisdom, experience and resilience. Their stories inspire us and their strength helps shape our future.

Happy

04/28/2026

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.

04/27/2026

See what Investment Executive has to say about Sun Life’s Special Offers.
https://bit.ly/41Wy6uo

Send me a message to know more!

Offers are available until July 31.
Terms and conditions apply.

Offers end July 31, and policies must be in force for one year to be eligible