Mandy Tran - Advisor, Sun Life

07/02/2026

I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!

06/30/2026

Looking for lasting protection and lasting savings? When you purchase term and permanent life insurance together, you'll receive an instant 10% discount on your permanent insurance premiums that continues for the lifetime of your policy. Start saving from day one while helping secure your family's future and your legacy. Let’s chat!

06/25/2026

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 a premium discount on critical illness coverage. Available now through July 31. Let's explore your options together!

06/22/2026

See what Investment Executive has to say about Sun Life’s Special Offers.
https://bit.ly/3QAWlvO

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

06/19/2026

Did you know permanent life insurance can help you protect the people you love?

Watch this short video to see how permanent life insurance works.

For informational purposes only.
Looking for personalized advice? Let’s chat! https://bit.ly/4gqcPBy

Transcript: What is permanent life insurance? Simply put, all life insurance is designed to provide your loved ones with financial security when you die. One of the most common types of life insurance is called permanent life insurance. It’s called “permanent,” because it covers you for as long as you live. How does permanent life insurance work? It provides coverage for your entire life. With most permanent plans, your premiums (monthly or annual payments) remain the same, regardless of any changes to your health as you age. And, your beneficiaries will get a tax-free death benefit after you die. The death benefit refers to the amount of money your beneficiaries get when you die. You can name your family or anyone you want as your beneficiaries. Beneficiaries are the people or person you want to financially protect. The exact amount of money they get after you die depends on: how much life insurance coverage you buy, and the type of policy you have. They can then use that money as they wish. For example, they can use it to cover the cost of: debts, mortgage or rent, child care, tuition, living essentials, and more. Most permanent insurance policies also include a feature called cash value. Cash value is a savings component that can grow over time. You can borrow against it or use it as collateral for a loan. You may also withdraw your cash value, but this may reduce your policy’s death benefit. There can also be tax consequences to accessing your policy cash value. What’s the advantage of permanent life insurance? As you age, or if your health deteriorates, purchasing a new insurance plan becomes much more costly. But with most permanent insurance, the premium stays the same for the life of your policy. Plus, when you buy a permanent life insurance policy, the benefit is guaranteed for the rest of your life. Permanent life insurance can provide you with the security of knowing your loved ones will have lasting, stable protection. It can offer peace of mind early, leaving you free to enjoy your life now. For more tips and tools, visit sunlife.ca.

06/16/2026

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.

06/11/2026

True wealth isn’t just about earning money. It’s about keeping it.

Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.

For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?

Let's chat! https://bit.ly/4utpgQo

06/10/2026

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/4ohTa8K

06/08/2026

Discover how permanent life insurance can help safeguard your wealth, smooth portfolio ups and downs and boost your estate value.

Whether you're looking to navigate market uncertainty, want reliable retirement income or hoping to maximize your legacy, permanent life insurance can help deliver the protection you need and the performance you want.

For informational purposes only. Ready to explore this powerful asset? Let's chat! https://bit.ly/3QtK4JC

06/06/2026

Q1 2026 market update: North American markets hit record highs amid global shifts.

As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.

Read the full update: https://bit.ly/43TOzAc

Have questions about your portfolio? Get in touch to chat.