Jonaleen Ferrer-Ebora - Advisor, Sun Life

09/29/2026

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://bit.ly/4ymYJXI

09/28/2026

保险不只是为突发意外做好准备， 它更能用来守护对您而言最重要的人、目标与人生规划。

什么最能让您感到安心？

❤️ 家人
🏠 居所
💼 事业
💰 未来财务保障

在下方分享您的想法，我们一同探讨贴合您需求的保障方案。

09/28/2026

保險不只是為突發狀況做好準備， 更是幫助守護對您最重要的人、目標和計劃。

甚麼最能讓您感到安心？

❤️ 家人
🏠 家居
💼 業務
💰 財務未來

請在下方分享，讓我們一起討論切合您需要的保障策略。

09/25/2026

Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

09/24/2026

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

09/22/2026

If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://bit.ly/4cZemfq

09/18/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/4AihLzW

09/17/2026

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.

What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂

09/16/2026

Empower yourself with easy-to-understand resources and learn more about the financial industry.

https://bit.ly/4732oxO

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA January 15, 2026 Share this: facebook twitter linkedin How do you choose the most tax-efficient savings account for you? This article compares these three investment plans to help you make the right choice. Which of the following sav...

09/15/2026

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported

Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.

Reach out if you'd like to discuss strategies that could support your legacy goals.