Robert Stevens - Advisor, Sun Life

Robert Stevens - Advisor, Sun Life I am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.

A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure ...
10/03/2024

Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life.

2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for yo...
10/01/2024

2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.

Ready to supercharge your financial Look no further than a TFSA—your gateway to flexible and tax-efficient wealth growt...
09/27/2024

Ready to supercharge your financial Look no further than a TFSA—your gateway to flexible and tax-efficient wealth growth! 📈💰 Your TFSA contributions and earnings are sheltered from taxes, giving you peace of mind. 📣 Contact us to learn more!

09/26/2024

How can you help protect your retirement from inflation? While true in any economic environment, these principles are especially critical during times of rising inflation and market uncertainty:

1. Don’t leave money on the table.
2. Have cash on hand for emergencies.
3. Diversify.
4. Keep your emotions in check.

If you’re close to, or already in retirement, now would be a good time to talk.

🚨 1 in 3 Canadians battle diabetes or prediabetes, a major driver of chronic illnesses. But there's hope! 💪 We're on a m...
09/20/2024

🚨 1 in 3 Canadians battle diabetes or prediabetes, a major driver of chronic illnesses. But there's hope! 💪 We're on a mission to empower you with info to tackle type 2 diabetes head-on. Let's fight this together and create healthier, happier communities. 🌟

With kids back in school, it might be time to think about their educational future and how they will pay for it. If you ...
09/20/2024

With kids back in school, it might be time to think about their educational future and how they will pay for it. If you don’t have a registered education savings plan (RESP) already, now might be the time to consider it. Contact me to discuss your children’s future.

Secure your legacy with comprehensive estate planning! 🌟 Our guidance helps to safeguard and distribute your assets, lea...
09/17/2024

Secure your legacy with comprehensive estate planning! 🌟 Our guidance helps to safeguard and distribute your assets, leaving a lasting impact on your loved ones and causes that matter most to you.

Saving for that crucial down payment? We've got your back with personalized products that may help you buy that first ho...
09/13/2024

Saving for that crucial down payment? We've got your back with personalized products that may help you buy that first home faster. 🏠

Retiring with confidence begins with a plan. Let’s take the next step together and work to get your financial roadmap on...
09/12/2024

Retiring with confidence begins with a plan. Let’s take the next step together and work to get your financial roadmap on track.

09/06/2024

Health is wealth. The best time to protect yourself from the unexpected is when you’re healthy. Let’s discuss what will work for you and your needs.

These days, your paycheque doesn’t get you as far as it once did. Here are 3 tips to make your money go further for your...
09/05/2024

These days, your paycheque doesn’t get you as far as it once did. Here are 3 tips to make your money go further for your family:

1. Create a budget
2. Tidy up your insurance products
3. Use your credit cards wisely

Not sure where to start? I can help. Reach out to get started.

What’s better than wealth? Sharing your wealth with those you love. An estate plan can help you do that. Let’s discuss h...
09/03/2024

What’s better than wealth? Sharing your wealth with those you love. An estate plan can help you do that. Let’s discuss how you can share the wealth when it’s time.

Address

291 Woodlawn Road West/Unit B3
Guelph, ON
N1H7L6

Telephone

+12267062477

Website

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