Susan Barrett, RHU, RCIS - Advisor, Sun Life

09/28/2022

What is ethical investing?
Creating a diversified portfolio of investments doesn’t need to be at the cost of your conscience. You can have financial returns while also investing in ethical investments that align with your values. I can help you set up a portfolio that you believe in. Contact me to get started.

These days, investing isn’t just about returns. Many investors want to invest in companies that are committed to a better world. Learn about ethical and ESG investing and how to get started.

09/26/2022

8 everyday health and wellness habits linked with a longer life
Living a long and healthy life is something many of us hope for. But how can we ensure that we’re setting ourselves up for success? This article explains eight health and wellness habits that you should incorporate into your lifestyle.

The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood of living a long, healthy life.

08/05/2022

Under some circumstances it makes sense to defer Old Age Security benefits. Now there is added incentive. Good news for seniors either way.

08/04/2022

As we gear up for another school year, many students and parents feel some anxiety about returning to the classroom. The following article discusses helpful tips for managing back-to-school anxiety.

The past couple of school years have been tough for children and parents. Many families continue to deal with anxiety about the year ahead. Here are some tips that can help both you and your kids prepare.

08/02/2022

Do you want to leave a legacy for your children and beyond? Making your money last for generations is all about careful planning. Contact me to set up an appointment.

A growing number of people, especially wealthy ones, want their money to last for more than one generation. A financial plan can help you make sure your legacy lasts. Visit sunlife.ca to learn more.

07/01/2022

Enjoy your long weekend everyone!!

06/29/2022

How I took charge of my mental health
Lifestyle influencer Maya Fitzpatrick opens up about her anxiety and how COVID-19 impacted her mental health.

Lifestyle influencer Maya Fitzpatrick opens up about her anxiety and how COVID-19 impacted her mental health.

06/29/2022

Pick up some tidbits at this free webinar. Knowledge is power...

Do you have retirement savings and investments scattered among various financial institutions? Are you lost and overwhelmed with your finances? It's possible to retake control and see the big picture of your finances with less effort.

06/27/2022

How young Canadians can prepare for a potential recession
With a potential recession in the coming future, what can you expect as a younger Canadian? It's important to prepare for the unexpected in case times get tough, and that's where I can help. Reach out to me today

Amid soaring inflation and rising interest rates, concerns about a possible recession are growing. A lacklustre stock market is adding fuel to the fire, as market declines tend to happen before a recession strikes.

06/23/2022

8 fun summer activities for kids
Looking for fun summer activities for kids? Check out our team’s favorite indoor and outdoor activities for the family.

Looking for fun summer activities for kids? Check out our team’s favorite indoor and outdoor activities for the family.