Darren Goetz - Advisor, Sun Life

01/17/2023

As a business owner, are you ready to see your RRSP differently?
Talk to me today about transferring your RRSP to Sun Life and see the difference we can make.

01/03/2023

The New Year is here! Here are three New Year's resolutions that every business owner should try to accomplish:​ 

1. Create a business plan​. 
2. Map out a yearly budget​. 
3. Set financial goals​. 

Reach out to me if you need any guidance.

11/30/2022

Looking for ways to money on ? Here are the tips you need to know. https://bit.ly/LHhealth9

11/30/2022

Calling all parents! Set your kids up for financial success by teaching them how to save money. This article explains how using an allowance can help them to better understand managing finances.

When to introduce an allowance, how much to give and how often and whether the amount should be in exchange for chores — an aspect that divides many parents — makes the practice even more different from home to home

11/29/2022

There are many things to consider when deciding when you should retire. I can help you review your options. Reach out to me to discuss your retirement plan.

Choosing when to retire is one of the most important decisions you’ll ever make. People typically do so when they’re older, but not every retiree is considered a senior citizen....

11/29/2022

Is one of your financial goals to buy your first home? The best way to achieve your goals is to have a plan. I can help you get the most out of a Tax-Free First Home Savings Account. Let’s talk about how it works and how it can help you. Reach out to me when you’re ready.

Planning to buy a home? Here’s what you need to know about the Tax-Free First Home Savings Account that’s expected to launch next year.

11/28/2022

You might be wondering if you can still retire this year given the current economic climate. Reach out to me to discuss your retirement plan. We can figure out the right timeline for you.

You might have to employ the three Cs of financial planning: Create, Convert, Conserve. Read more here

11/28/2022

A lot of parents worry about the cost of post-secondary education. Even if you’re on a tight budget, I can help you save for your child’s education. Talk to me today and find out what options you have.

11/27/2022

Looking to save some money? Keep more money in your wallet by considering buying second-hand!

There are good deals to be had when buying used items, so long as you know what to look for and stick to some perennial items that never go out of style.

11/27/2022

Have your retirement plans changed due to the current economic climate? I can help you reassess your plan. Contact me to set up an appointment.

Canada drops out of ranking of top 10 best places for retirement security

11/26/2022

Anyone with kids will agree that life is short and time flies! That's why it's important to start saving for your children's education early. Need help getting started? I'm here to guide you through the process.

If you start too late, investing in RESPs is probably not the best choice

11/26/2022

A TFSA is more versatile than you think. This article explains six useful way to use a TFSA that you may not have known about. Ready to get started? Reach out to me today.

A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not know you could do with a TFSA.