Nicole Kendall-Advisor, Sun Life

06/10/2026

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...

06/05/2026

Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

06/03/2026

This Seniors Month, let's talk about staying safe. Grandparent scams are targeting our older adults. Awareness is your best defense.

How It Works:
Scammers call claiming to be a grandchild in legal trouble, asking for urgent money via wire transfer, crypto or gift cards. They pressure you to keep it secret.

Don't Fall for It:
• Hang up and verify – Call your grandchild directly to confirm the story
• Ask questions – If they say "It's me," ask which grandchild is calling
• Set a family password – Agree on a code word for real emergencies
• Never rush – Legitimate agencies don't send couriers for cash payments
• Never send money - Lawyers and police don't collect money this way

If something feels off, it probably is. Trust your instincts and reach out to family or authorities. Stay informed. Stay safe. Protect what matters.

06/01/2026

Brian Alexander is a true testament of time. He is celebrating 45 years with Sun Life today! Over the years he has an enormous group of people he has connected with. He has taught many the financial ropes. He has supported them through the ups and downs of life ,and he has always met them where they are at and guided the path to where they want to go. He doesn't call them clients, he calls them friends and family! Congratulations on 45 years Brian!

05/29/2026

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!

05/27/2026

Free webinar: Your health and wealth - what's the connection?

Thursday, June 11, 2026 12:00 PM, ET

Money stress is real stress. It can impact your sleep, your mood and your health. This webinar will help you discover the link between financial, mental and physical wellbeing and how being prepared makes all the difference.

Register today: https://bit.ly/4o2TIiL

05/26/2026

May has been a very busy month, but we got to celebrate a very special person in our office. Happy 80th Birthday Brian Alexander! Cheers!

05/21/2026

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.

05/19/2026

Is protecting your family’s financial future on your to-do list?

Term life insurance is a flexible and affordable option that adapts to your changing needs.

Let’s chat about how to set up your financial safety net.