Steve Passmore - Sun Life Financial advisor

Steve Passmore - Sun Life Financial advisor Your goals. Your family. Your future. I am a Sun Life Advisor.
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We’re here to guide you with personalized financial planning, smart investments, risk management, and insurance solutions designed to protect what you love and build lasting wealth. 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 t

he 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.

The deadline for most individuals to file income tax returns and pay any balance owing is April 30, 2026. Self-employed ...
04/09/2026

The deadline for most individuals to file income tax returns and pay any balance owing is April 30, 2026.

Self-employed individuals must file by June 15, 2026, but must still pay any taxes owed by April 30, 2026, to avoid interest.

02/25/2026

Do you know what your paying for?

We regularly meet with people paying for coverage they don't fully understand or that no longer fits their life today.

Protect Now or Build Value? Term Life vs Whole Life.
02/23/2026

Protect Now or Build Value? Term Life vs Whole Life.

A Trusted Contact Person is someone who you can trust to look out for your best interest. A TCP should have no financial...
02/09/2026

A Trusted Contact Person is someone who you can trust to look out for your best interest. A TCP should have no financial interest in your finances or assets and can help protect you if you're in a vulnerable situation.

RRSP Deadline ReminderThe deadline to contribute to your RRSP for the 2025 tax year is Monday March 2, 2026. Contributio...
02/04/2026

RRSP Deadline Reminder

The deadline to contribute to your RRSP for the 2025 tax year is Monday March 2, 2026. Contributions made by this date can be claimed as a deduction on your 2025 tax return.

Strats on tax- free investing for a household. You can gift money to your spouse or common-law partner, and they can con...
01/21/2026

Strats on tax- free investing for a household.

You can gift money to your spouse or common-law partner, and they can contribute to their TFSA (as long as they have contribution room). This is a great way to balance savings if one partner earns more.

Grow a Mo or Move for Movember
11/03/2025

Grow a Mo or Move for Movember

An investor who invested $100, 000 in Sun Life MFS U.S. Growth Fund 15 years ago would now have $1,066,228, a millionair...
10/07/2025

An investor who invested $100, 000 in Sun Life MFS U.S. Growth Fund 15 years ago would now have $1,066,228, a millionaire in 15 years.

That is a compounded rate of return of 17.1% since inception (966% cumulative) putting it in the 8th percentile over 15 years

I know I sound like a broken record, but there's a reason - having an estate plan is SO important! I've seen this unfort...
10/01/2025

I know I sound like a broken record, but there's a reason - having an estate plan is SO important!

I've seen this unfortate news article multiple times over the past few days. Make sure you discuss how to protect your legacy with a financial professional.

09/29/2025

Corporate tax rates for small businesses in Canada are generally lower than personal tax rates. As a result, using after-tax corporate dollars to fund life insurance premiums can produce significant savings.

*not all corporations benefit from the lower tax rate and not all individuals have personal tax rates above the corporate tax rate.

09/26/2025

Bottom line:
Mortgage insurance pays the bank.
Life insurance pays your family.

Address

865 Victoria Street
Kamloops, BC
V2C2B7

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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