Matthew Baer - Advisor, Sun Life

08/19/2024

Retirement is for relaxing, not worrying about managing your investments. Creating a holistic strategy with one company can reduce risk, save taxes and make estate transfer easier. Let’s create a unified strategy that helps you secure your retirement.

08/06/2024

Boost your knowledge with this helpful article.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Do you dream of one day being able to put your feet up and still collect a paycheque? If you work with a company that offers an employer-sponsored pension plan, you don’t have to dream. A pension is like getting a reward from an employer after years of service, providing a steady income when you.....

06/22/2023

Hello, my name is Matt Baer - I am an advisor at Sun Life Foothills. As an Advisor, im here to help you reach your financial goals & protect what is most important to you. I originally started in the healthcare steam because I have a passion for helping people. I then completed my business degree & chosing to be an advisor to help people - just in a different way. Whatever your goals are - let's see how I can help ☀️

06/02/2023

Celebrating the bold, brave, and beautiful members of LGBTQA2+ communities! 🏳️‍🌈🏳️‍⚧️ We will continue advocating for a future where our people feel safe and empowered through LGBTQA2+ inclusive policies, benefits and community initiatives.

05/30/2023

If you’re like me, using a TFSA and an RRSP are great savings vehicles for long-term and short-term goals. To learn how you can utilize these accounts and make saving for your future easier, contact me today to learn more.

How do you decide when to use an RRSP or TFSA? See how both can help at different points in your life.

05/24/2023

Diversify your portfolio, not your advice. It’s smart to choose different types of investments, industries, and geographical areas. However, when your investments are with multiple institutions and multiple advisors, no one is looking at the big picture. Allowing one advisor to diversify your investments will give you a more balanced portfolio.

05/23/2023

Did you know you can use your RRSPs for more than just saving for retirement and paying less income tax? It can help you buy your first home, go back to school and many other things. Reach out to me to see how you can use your RRSPs.

Did you know you can do more with your RRSP than just save for retirement? Find out what and how on Sunlife.ca.

05/22/2023

Happy Victoria Day ❤️

05/19/2023

Is one of your financial goals to buy your first home? The best way to achieve your goals is to have a plan. I can help you get the most out of a Tax-Free First Home Savings Account. Let’s talk about how it works and how it can help you. Reach out to me when you’re ready.

Planning to buy a home? Here’s what you need to know about the Tax-Free First Home Savings Account that’s set to launch April 1.

05/18/2023

I can help you see your RRSP differently. Let’s talk about your ideal retirement and how to help you achieve it. Small steps today, can mean strides ahead in the future. Let's make a plan

Registered Retirement Savings Plans (RRSP) are great investment vehicles and can hold a variety of options including:

- stocks,
- guaranteed investment certificates,
- bonds,
- mutual funds,
- segregated funds,
- and even cash.

When investing in an , you are taking advantage of 2 key benefits that this type of plan offers. Growing your money tax-free until you need it and reducing your taxable income by the amount you contribute. Want to learn if an RRSP is right for you? Contact me today.