Erica Kohli, QAFP Financial Planner, Sun Life

Erica Kohli, QAFP Financial Planner, Sun Life Helping clients achieve lifetime financial security and live healthier lives

From gifts to travel, wedding season can add up quickly. A little foresight can help you celebrate the big moments witho...
07/18/2026

From gifts to travel, wedding season can add up quickly. A little foresight can help you celebrate the big moments without putting your financial goals on hold. If you’re looking to balance it all this summer, let’s talk — so you can enjoy every celebration with confidence. https://bit.ly/4gQfUv7

07/18/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions can help support your family’s ability to keep your home secure, no matter what life brings. Let's review your coverage for peace of mind. Reach out to discuss your options today. https://bit.ly/4wdpixC

Your farm isn’t just a business — it’s part of your family’s legacy. Without a plan, transitions can be complex and disr...
07/10/2026

Your farm isn’t just a business — it’s part of your family’s legacy.

Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://bit.ly/4eR5ry0

07/07/2026

A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education…it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most. Let's chat about options that will work for you. https://bit.ly/3T61cpH

07/01/2026

🇨🇦 Happy Canada Day! Wishing my clients, colleagues, friends, and their families a safe and joyful holiday. Thank you for your continued trust and support. Enjoy the celebrations! 🍁

True wealth isn’t just about earning money. It’s about keeping it. Permanent life insurance is an asset that can offer u...
06/14/2026

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/43vOcfd

When it comes to your portfolio, you don’t have to choose between growth and stability. Adding permanent life insurance...
06/08/2026

When it comes to your portfolio, you don’t have to choose between growth and stability.

Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.

For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://bit.ly/4ebBbwb

Don't leave the future of your finances to chance. Planning for income in retirement can help you: • minimize taxes •...
06/05/2026

Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

Life insurance isn't just about protection, it can be a smart way to build wealth. When you choose permanent life cover...
06/03/2026

Life insurance isn't just about protection, it can be a smart way to build wealth.

When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.

For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!

Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare f...
05/27/2026

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.

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7th Floor 6700 Macleod Trail SE
Calgary, AB
T2H0L3

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