Steve Lidguard CPCA - Sun Life Financial advisor

Steve Lidguard CPCA - Sun Life Financial advisor Helping you take the first steps on the road to protecting the things that matter the most. 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.

Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect you...
10/14/2024

Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*

* Certain terms and conditions may apply. Contact me for more information.

It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals.
10/11/2024

It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals.

10/10/2024

Still hoping to retire in 2024? Let’s connect to make sure you’re prepared.

10/08/2024

One Plan makes it easy to actively manage and attain your financial goals.

You’ll get a holistic, personalized plan with actionable steps to help reach your financial goals.

Let’s connect to build your financial roadmap with One Plan today.

Video transcript: 5 things you’ll get with One Plan. Holistic, personal approach. Real-time data. Actionable steps. Engaged support. Improved performance. Let’s connect to build your financial roadmap with One Plan today.

Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how ...
10/08/2024

Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support.

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.

Unforeseen challenges can strike at any moment, but your business doesn't have to be caught off guard. Discover how our ...
09/24/2024

Unforeseen challenges can strike at any moment, but your business doesn't have to be caught off guard. Discover how our contingency planning strategies can help you be resilient when the unexpected happens.

🚨 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.

Address

275 Lansdowne Street Suite 600
Kamloops, BC
V2C1X8

Website

https://action.sunlife.ca/AppointmentRendezvous/s/?AID=CletAiPs7WHwHWvRSFvkid

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