Jeffrey Kim, CPA - Advisor, Sun Life

10/17/2024

Do you know what types of insurance makes sense for your family? Often, you may need more than one type of coverage. Now is a great time to book a conversation with me to find out! Our limited-time protection bundle offer can help you save.

Certain terms and conditions may apply. Contact me for more information.

10/09/2024

You may be able to save when you layer two or more Sun Life insurance solutions. The bundle offer ends Dec 31. Contact me to learn more.*

* Certain terms and conditions may apply. Contact me for more information.

10/04/2024

Ask yourself these essential questions about financial security:

- Do you have a line of credit and emergency fund?
If not, consider getting a line of credit, which doesn't cost anything, and start building up an emergency fund covering 3 months' expenses. You can put it in a redeemable GIC or T-bill, or simply keep some cash in the bank.

- Do you have enough insurance?
Consult with your financial advisor to ensure adequate protection, especially if your income supports your family.

- Do you have an updated will?
If not, seek advice from a lawyer to ensure its validity and tax efficiency.

- Do you have a power of attorney?
This document grants someone the authority to manage your finances if you're incapacitated. You can draft this yourself.

If you answered yes to all the above, kudos to you! You are on the right track towards financial security.

10/04/2024

Protecting your family is one of the most important responsibilities as a parent. Layering protection solutions can help you protect your children from an unexpected loss of a parent or serious illness within the family. I can help you by planning for the unexpected.

10/02/2024

Do you have extra cash in your corporation and considering investing to generate passive income? Not knowing the Small Business Deduction (SBD) in Canada could be costing money.

What is SBD?

SBD significantly reduces the federal tax rate for qualifying small businesses, allowing you to put it back in the business for growth.

If a business earns more than $50,000 in passive investment income, the SBD starts to decrease. By the time passive income reaches $150,000, the deduction is fully phased out.

Be careful about how you use the extra cash. Always consult with a professional before making any significant decisions to ensure you’re on the right track.

10/02/2024

Join the Financial Solutions for Kids (of all ages) webinar to learn about protection solutions for children.

Date: October 18
Time: 12 p.m. ET
Register here: https://sunlife.co/e30g

10/01/2024

October 10 is World Mental Health Day. Let’s be a safe space for vulnerable discussions. Your mental health and financial wellness matters.

09/12/2024

09/08/2024

Join us for this webinar! We’ll share helpful tips about saving in this market, including whether you should rent or buy. Register here: https://bit.ly/3MXE0E5

09/06/2024

September 10 is World Su***de Prevention Day. Su***de remains a critical issue, affecting families and communities worldwide. Let's change the narrative by having open and honest discussions about su***de.

08/11/2024

Wondering what Canada’s 2024 federal budget could mean for you? Here are some highlights in this article. Learn more about home ownership accessibility, taxes and rebates and measures for lowering the cost of living. See also initiatives for students, renters and workers with disabilities. Contact me to learn how I/we can help.

https://bit.ly/4fJd0oH