N/a

01/23/2024

Life insurance is something everyone can benefit from. However, it’s especially important for those with a high net worth. It can help provide protection for your family, grow your wealth, assist with estate planning and more. Learn more about the benefits of life insurance in this article.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

01/19/2024

Have you heard about dollar-cost averaging? It's the practice of investing a consistent dollar amount into a given investment regularly. This allows you to invest, no matter how well the markets are performing. Read this article to see how it can work for you.

Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.

01/18/2024

When you’re making your retirement budget, be aware that your province’s health insurance plan won’t cover all your health-care costs. Let's plan how you’ll pay for what’s not covered.

Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.

01/16/2024

You can never be sure of what the future has in store, but you can be sure your business is protected. Let's work together to make sure your business is prepared for the unexpected. Contact me to get started.

01/12/2024

Getting outside is so important for our health. What winter activities are your favourite? Let me know in the comments!

01/11/2024

2024 is here! What goals do you have for your family this year? Now is the time to set up some financial and protection goals that you can work towards this year. Reach out to me to get started!

01/09/2024

2024 is your year! Here are some New Year's resolutions to help you reach your financial goals: ​

1. Outline your financial goals ​
2. Create a detailed plan ​
3. Quarterly check-ins to assess your progress ​
​
I can help you reach your goals this year. Let's talk.

01/05/2024

You’re likely feeling the effects of inflation on an almost daily basis. Not just your grocery bills, but other regular expenses as well. In general, the cost of living in Canada has been going steadily up over the past few years. Check out this article to learn how you can protect yourself against price increases.

Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article.

01/04/2024

Mark your calendars! February 29, 2024 is your last chance to make an RRSP contribution that’s deductible against your taxable income. Want to lower your previous year's tax bill? Read more to learn how to avoid 5 RRSP common mistakes.

We asked a certified financial planner to reveal the most common RRSP mistakes he sees – and to suggest simple tips to help steer clear of them.

01/02/2024

Don’t undervalue the importance of professional advice. Just like people come to you for your business services, people come to me to optimize their revenue streams, increase profits and assess other business needs. Visit my website to learn more!