Brady MacCoy -Advisor, Sun Life

11/02/2023

Did you know November is Financial Literacy Month? It’s a great time to teach your kids:​

1. the value of money, ​
2. the importance of saving and​
3. the impact of investing.​

10/31/2023

Today is my last day as a Sun Life Financial advisor. Thank you so much to all of you for your support these last 5 years, it’s meant the world to me! I’ve shared so many amazing experiences with clients and colleagues that will stay with me for the rest of my career, and my life.

If you have any questions or concerns about your portfolio, the lovely folks at the Sun Life customer service line will be able to assist at 1-877-786-5433 in the meantime before you’re assigned a new advisor.

Thank you all again, and I can’t wait to share my plans for the future with all of you in the coming weeks. Stay tuned, and talk soon!

10/26/2023

💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!

A registered retirement income fund (RRIF) is an investment account that pays you income during retirement. You can transfer tax-sheltered funds from your RRSPs and certain other registered Canadian accounts into a RRIF. Connect with a Sun Life advisor to find out if a RRIF is right for you.

10/24/2023

Running your small business while juggling everything else in life isn’t easy. Keeping that business successful is even harder. Having a plan can help you keep your goals on track - that's where I can help. Set-up a video chat today!

10/19/2023

Here are some helpful tips when selecting a guardian for your children:​

1. Ask the guardian first​
3. Remember to include contact information​
4. Name a back-up guardian​

Read more tips in the attached article!

Parents have many serious responsibilities. One of them is to name a guardian to raise their children in case they die prematurely. Who should do it? Here’s help making that decision.

10/17/2023

You’ve worked hard all your life, but have you thought about how you’ll leave a financial legacy? Let's sit down and create a plan together. Contact me today.

10/12/2023

As you near retirement, it’s time to start thinking about boosting your savings. That’s where I can help. Give me a call to start the conversation.

10/10/2023

🍂 October is small business month. Let’s give credit to the hard-working small business owners in our family, community and country! Drop a comment below with your favourite small business!

10/05/2023

Wishing you and your family and wonderful long weekend! Let me know how you plan to celebrate in the comments below.

10/03/2023

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.

A growing number of people, especially wealthy ones, want their money to last for more than one generation. A financial plan can help you make sure your legacy lasts. Visit sunlife.ca to learn more.