Yemisi Ehi-Okuonghae - Advisor, Sun Life

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πŸŽ‰ It's Small Business Week 2025! πŸš€ To all you dreamers, doers and go-getters β€” your passion fuels our communities and yo...
10/25/2025

πŸŽ‰ It's Small Business Week 2025! πŸš€

To all you dreamers, doers and go-getters β€” your passion fuels our communities and your creativity inspires us.

This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal...
10/24/2025

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/477qRTD.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

Celebrating Small Business Week: October 19-25 πŸ›’πŸ’ΌπŸ–₯️     Sending appreciation and support to all the small business owner...
10/23/2025

Celebrating Small Business Week: October 19-25 πŸ›’πŸ’ΌπŸ–₯️

Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.

That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees

Let's connect during to discuss how we can help your business thrive. 🌱

Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start t...
08/21/2025

Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.

In the current environment, investors can quite easily put together a diversified portfolio of GICs and dividend-growth ...
08/19/2025

In the current environment, investors can quite easily put together a diversified portfolio of GICs and dividend-growth stocks to deliver an average yield of 4% to 5%. This is a decent return while reducing capital risk.

This strategy can help deliver attractive yields while lowering risk in the portfolio.

Take control of your retirement journey. Register for our free webinar and take charge of your financial future. We'll d...
07/28/2025

Take control of your retirement journey. Register for our free webinar and take charge of your financial future. We'll discuss:

β€’ Achieving retirement wellness
β€’ Unlocking diverse income sources
β€’ Safeguarding your hard-earned savings
β€’ Protecting yourself and loved ones

Wednesday, September 10 at 12 p.m. ET.

Register now and turn your retirement dreams into reality. https://bit.ly/46OxTNx

Wedding season can take a hit on your budget. Don't let a summer of celebrating love break the bank. Let’s talk about sm...
07/18/2025

Wedding season can take a hit on your budget. Don't let a summer of celebrating love break the bank. Let’s talk about smart financial strategies so you can enjoy celebrating with loved ones while staying on budget. Get in touch today.

07/17/2025

Brighten your financial future with small changes to the way you manage your money. Small steps like starting a TFSA or RRSP can lead to significant financial growth over time.

Whether you're just starting your financial journey or looking to optimize existing registered savings, these 8 tips offer money growing options for everyone. Learn more: https://bit.ly/3GRPpFJ



Brighten your financial future with registered savings.

As you settle into your new neighbourhoods, remember that we're here to help you build a bright, secure future in your n...
07/16/2025

As you settle into your new neighbourhoods, remember that we're here to help you build a bright, secure future in your new home.

Wishing everyone a safe and successful Moving Day.

07/15/2025

Reduce your tax bill and build financial security for years to come. Take a proactive and strategic approach to your tax planning and wealth management with these 5 tax tips: https://bit.ly/3TGxbdq



Watch your money grow with these 5 tax tips.

Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big da...
07/14/2025

Congratulations to the happy couples tying the knot this summer! While you're caught up in the excitement of your big day, don't forget to think about your financial future together. Here are some things to consider:

-Set shared savings goals for milestones like buying a home
-Discuss merging finances and creating a household budget
-Start an emergency fund to prepare for unexpected expenses
-Look into life insurance to protect each other long-term
-Begin planning for retirement, even if it seems far away

Building a strong financial foundation will help you thrive for years to come. Wishing you a lifetime of love and happiness!

07/14/2025

What exactly is term life insurance?

It’s an affordable option that helps you protect your loves ones.

Curious to learn more? Watch our quick explainer video to see how it works.

Ready to explore your options? Contact us now.

Transcript: What is term life insurance? Simply put, all types of life insurance can help provide your loved ones with financial security when you die. One common type of life insurance is called term life insurance. How does term life insurance work? Term coverage provides protection for a fixed payment amount, for a given number of years. This could be 10, 15, or 20 or more years. You can choose the amount of time you need. What happens if you die during this set time period? Then your beneficiaries – the people or person you want to leave money behind to – will get a tax-free death benefit. The death benefit refers to the amount of money your beneficiary gets when you die. The exact amount they get depends on how much coverage you buy. Your beneficiaries can then use the money from that benefit for any reason. For example, they can use it to pay: Debts, the mortgage or rent, child-care costs, tuition costs, funeral costs, living expenses, and more. Why choose term life insurance? Because of its affordability and flexibility, term life insurance can be a good solution to help you manage risk, while providing for your dependents. But its true value lies in the peace of mind it can offer. The assurance your loved ones can be financially supported at a time when they need it most.
For more tips and tools, visit sunlife.ca.

Address

1700 Dickson Avenue, Suite 2000
Kelowna, BC
V1Y0L5

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