Mark Scime - Advisor, Sun Life

05/03/2024

Have you booked your summer vacation yet? Before you head out for your trip, don’t forget to get travel insurance🛫
You don't want one small mishap to ruin your well-deserved vacation.

I can help.

05/02/2024

👶Adding a new one to the family is such a joyous time! It’s also a good reminder to review your insurance needs. With a new baby comes new expenses and responsibilities. Make sure your newborn will be covered from the start with the right insurance plan.

Let’s connect.

04/30/2024

When’s the last time you updated your portfolio? Financial goals can change over time and events like marriage, divorce, an addition to the family or a job change.

Let’s book a time to review your portfolio

04/26/2024

Planning to leave an inheritance? Boomers and Millennials aren’t on the same page when it comes to transferring wealth from one generation to the next. This article has some insights and suggestions for you:

Of all the many tricky topics to discuss with your adult kids, one of the trickiest is your money. How much do you have? How much will they get? And how much do you tell them? Here’s why it’s an important discussion to have – and why you need to be careful.

04/25/2024

Interested in going back to school in retirement, but worried about the cost? The Lifelong Learning Plan (LLP) allows you to withdraw money from your RRSP to pay for post-secondary education.

Contact me today to learn more

04/23/2024

Whether you’re starting out or looking for ways to grow your business, business owner insurance can help. I can protect yourself, your partners and employees, as well as your family. I can take the time to understand your specific needs and find the right coverage for you.

Let’s talk

04/22/2024

April 22 is Earth Day! Do you want to grow your money and invest in a sustainable future at the same time? An ESG (Environmental, social and governance) integration is a good option for your portfolio. Check out this article to learn more:
https://bit.ly/3W9oD0L

Book your discovery call today

04/18/2024

Are you planning to buy your first home? Investing in a Tax-free First Home Savings Account (FHSA) can help you set money aside to grow savings for your first qualifying home. Learn more about the benefits of a FHSA here: https://bit.ly/3W7XpHZ

Contact me today to get started

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

04/16/2024

Transferring your wealth is about more than money; it’s about your legacy. A successful wealth transfer starts with a conversation.

Let’s connect

04/12/2024

Wealth isn’t just about money. It can be about the value you create, the impact you have and the legacy you leave behind.
What does wealth mean to you? Share your thoughts in the comments below 👇

Tell me your story

04/11/2024

What kind of retiree do you want to be? A globetrotter or a bookworm? Let us know your retirement plans in the comments below 👇

Tell me your story

04/09/2024

Business owners! As an advisor, I can help you:
👉Develop a realistic roadmap to meet your financial goals
👉Plan for retirement
👉Provide group benefits for you and your employees
👉Reduce your business risks with succession and estate planning
And much more!

Don’t know where to start? Let’s talk