Bill Dixon - Financial Planner, Sun Life

05/21/2026

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.

05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/4tBjD26

05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/4eI0sjE

05/08/2026

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!

https://bit.ly/3P9BLlG

05/07/2026

Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://bit.ly/42iiIsm

05/07/2026

Take control of your personal finances. Check out these resources to get started.

Do you know how to turn your savings into income in retirement? Read more to learn.

05/04/2026

Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.

05/01/2026

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?

04/30/2026

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://bit.ly/3QX18HP

04/28/2026

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort.

04/27/2026

Dreaming of your ideal retirement? Let's help make it happen!

Use the Sun Life RRSP Calculator to find out if you're on track to make your retirement dreams come true.

Try it now: https://bit.ly/4edHVLK

Questions? Reach out to discuss your unique situation.
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