Blaise Curry - Advisor, Sun Life

08/07/2024

Here is a great article from our Director of Advanced Planning. Having an Estate Plan in place to prepare for a dependant with a disability can make their care so much better when the time comes - reach out to me for a conversation!

https://advisorhub.sunlife.ca/content/dam/sunlife/regional/canada/documents/slfd/planning-for-someone-with-a-disability-en.pdf

07/22/2024

If you qualify for the federal Disability Tax Credit, you should absolutely have an RDSP! Contact me about setting one up today!

Registered Disability Savings Plan (RDSP)

06/11/2024

Happy to help you understand this and other common finance questions!

FHSA or TFSA? What’s the difference? How does each work?

Get answers to your questions in this article: https://ow.ly/WiMv50RSKLZ

06/10/2024

Attention! From now until June 30, Sun Life is offering a protection bundle promo. You could receive a discount on your insurance premiums.

Are your savings protected? Is your money growing tax-preferred? If your answer is no, or you’re not sure, this might be the time to take the next step.

Contact me to learn more about this protection bundle offer.

01/02/2024

Are you curious about Canada’s new first home savings account (FHSA)? I can show you how it might work for you.

11/21/2023

Protect the people you love with the right insurance plan. Get the ball rolling today. Connect with me for a free consultation..

10/29/2023

Join us for a webinar on reviewing your financial roadmap November 1st.

During this session, you will learn:
• The importance of having a financial plan
• The impacts of a non-controllable event such as COVID-19
• Tools and resources available

DATE: November 1st, 2023
TIME: 6:30PM AST – 7:15PM AST
REGISTER HERE: https://bit.ly/3sf2mlN
A Zoom link and calendar Invitation will be emailed to you after registration.

Please join our live webinar on reviewing your financial roadmap presented by our Maritime Sun Life offices. During this session, you will learn: • The importance of having a financial plan • The impacts of a non-controllable event such as COVID-19 • Tools and resources available

07/25/2023

Help give your children or grandchildren a secure financial future. Let's talk about how participating life insurance can be a great option for kids.

07/11/2023

During this busy real estate and mortgage renewal time of year, have you compared traditional life insurance to bank issued mortgage insurance? I may be able to save you money every month! Let’s connect for a review and see what is possible.

https://www.sunlife.ca/en/insurance/life/mortgage-insurance-vs-life-insurance/ #:~:text=You%20can%20either%3A,a%20bank%20or%20mortgage%20lender.

Do you need mortgage insurance? Or would life insurance offer you mortgage protection and more? Learn about the difference between mortgage insurance and life insurance. Find out which one you need to protect your home and your family. Visit sunlife.ca for more information.

07/11/2023

I heard a statistic on the radio this morning that “50% of Canadians that don’t work with a financial advisor are losing sleep at night over their finances.” Are you working with anyone? Having a plan helps, reach out to me for a review.

https://beta.ctvnews.ca/national/business/2023/7/10/1_6474641.html