Mitch Orton - Advisor, Sun Life

01/31/2026

Great article on an amazing lady!

What started as a way to make ends meet during one of life’s hardest seasons has become one of the Okanagan’s most inspiring success stori.

07/30/2025

With the rising cost of living, have you had to take on a second job or side hustle? It might be time to create a financial roadmap so your can understand your spending habits and start working towards you goals. Let’s work together to help make your money go further.

07/25/2025

Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.

Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.

Interested? Let’s talk about if it’s right for you.

07/24/2025

Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:

1. Spend
2. Save
3. Share

This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.

07/22/2025

If your child gets seriously ill, the last thing you want to worry about is how you’ll be able to afford taking care of them. Check out this article to learn more about how Critical Illness Insurance can help protect you and your family. https://bit.ly/3GW55rH

07/17/2025

Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.

07/15/2025

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

07/11/2025

🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.

Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.

Still have TFSA questions? Contact me for help!

Find out how a TFSA is a smart way to save and see your savings grow – tax-free. Learn More: https://www.sunlife.ca/en/investments/tfsa/what-is-a-tfsa-video/

07/11/2025

Welcome to your Diabetes Support Hub. Take charge of your diabetes with these helpful guidelines, expert tips and special resources. https://bit.ly/3Gx5Uai

07/10/2025

As a parent, there's nothing quite like the pride of watching your child walk across that stage at graduation. 🎓 But let's be honest – the journey to that moment can be filled with financial stress and worry. Let's chat about how starting to save early, can help them in the long run.

Transcript: What is an RESP? Simply put, a Registered Education Savings Plan, or RESP, is a type of savings account designed to help save for a child's education after high school. People usually set them up for their kids or grandkids. How much can you contribute to an RESP? Parents, grandparents, relatives and friends can contribute money any time into an RESP. There’s no annual contribution limit. But the most you can contribute is $50,000 in total, for each beneficiary. What can an RESP be used for? An RESP can help a student pay for a university, college or an apprenticeship. What are the benefits of an RESP? The Canadian government will match 20% of your annual contributions, up to $500 per year, to a lifetime maximum of $7,200. That's free money! RESPs are tax-sheltered savings plans. This means that any investments within the plan grow tax-free until they’re withdrawn. RESPs are tax-sheltered savings plans. This means that any investments within the plan grow tax-free until they’re withdrawn. RESPs combine savings with free money in the form of government grants. That's what makes them such a smart savings opportunity for Canadian families. For more tips and tools, visit sunlife.ca.

07/03/2025

From the rugged shores of Newfoundland to the majestic mountains of the west coast, our beautiful country has so much to offer.

Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.

07/02/2025

Discover a term life insurance designed for people living with diabetes.

Let's chat.


Transcript: Protect your future with term insurance for diabetes only from Sun Life.