Mitch Reynolds, CFP - Financial Planner, Sun Life

06/02/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/4ub5nxq

06/01/2026

Access helpful resources on financial knowledge developed by professionals in the industry.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation

In 2026, private markets are set to reshape how societies build infrastructure, how businesses finance growth and how investors achieve diversification.

05/30/2026

🏃‍♀️🎉 One of Calgary’s biggest highlights this May was the incredible Servus Calgary Marathon!

A record-breaking 20,000 participants, 1,600 volunteers, and more than $700,000 raised for over 100 charities made this year’s event a powerful celebration of community, perseverance, and giving back.

We’re especially proud of our colleague Tori, who completed the 10K race alongside her former team, sharing memories, kilometers, and plenty of determination along the way. 💙

Events like this remind us that success isn’t just about reaching the finish line — it’s about the people running beside you and the impact you make along the journey.
Congratulations to all the runners, volunteers, organizers, and supporters who made this incredible weekend possible! 🏅

05/29/2026

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.

Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!

05/29/2026

🌴✨ A few more highlights from this year’s Sun Life Educational Convention in Tulum.

Beyond the presentations and learning sessions, it was the people and the atmosphere that made the experience so memorable — reconnecting with advisors from across Canada, sharing ideas, enjoying time with family and friends, and creating moments together outside the office.

There’s something special about being part of a culture that values both professional growth and genuine human connection. In a world that often feels increasingly disconnected, experiences like these matter.

Grateful for the memories, the conversations, and the reminder that this journey is even better when shared. 💛

05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

05/28/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

05/28/2026

🔒 Myth: Money in a segregated fund is locked in.

Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.

Get in touch to discuss whether a segregated fund is the right choice for your investments!

05/27/2026

🛣️Protecting your legacy is part of your Success Road.

For many retirees, Universal Life insurance can play a role in helping preserve and transfer wealth in a thoughtful, tax-efficient way.

It may help:
• Provide a tax-free death benefit to support estate needs
• Build cash value over time
• Offer flexibility and access to funds when needed

Every journey is different — and the right approach depends on your goals, your family, and the legacy you want to leave behind.

If you’d like to explore how this could fit into your overall plan, let’s start the conversation.
🌐 https://bit.ly/4uFWjBK

05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.