Chantelle Broughton - Advisor, Sun Life

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Chantelle Broughton - Advisor, Sun Life Financial Service, Investment Planning, Life Insurance, Critical Illness Insurance, Mortgage Insuran 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/3FevgFo. 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.

Did you know that unlike the RRSP, these critical financial accounts don't give you a 60-day grace period into the new y...
10/14/2026

Did you know that unlike the RRSP, these critical financial accounts don't give you a 60-day grace period into the new year? 🕒
If you want to maximize your wealth and slash your tax bill, you have until December 31 to make these moves.

This is where I sat this morning for a health care appointment!! Virtual healthcare is an amazing thing! 7:15am - jumped...
09/25/2026

This is where I sat this morning for a health care appointment!! Virtual healthcare is an amazing thing!
7:15am - jumped on a virtual call with a nurse practitioner to talk about a couple symptoms while finishing my hair and makeup.
7:25am - had the blood requisition in my inbox
8:00am - the lab opens and I will stop on my way to the office.

I did not have to change my schedule to accommodate the doctor's office schedule! Heck, I didn't even leave my ensuite!

If you have Sun Life group benefits - you should be taking advantage of this feature for you and your staff! Think of the time people save by doing the appointment from their desk!
Let me know what questions you have 🙂

Pay down debt or start investing? One of the most common questions!!Order of Operations: 1) Build a mini emergency fund2...
08/20/2026

Pay down debt or start investing? One of the most common questions!!

Order of Operations:
1) Build a mini emergency fund
2) Grab employer match when available
3) Crush high-interest debt
4) Balance low-interest debt while investing in RRSP / TFSA

Amanda and Chantelle had a great time at the Downtown Business awards last week. So many amazing downtown businesses wer...
08/19/2026

Amanda and Chantelle had a great time at the Downtown Business awards last week. So many amazing downtown businesses were recognized and celebrated.
The awards were for:
- Heritage Award
- Community Contribution Award
- Tourism Advocacy Award
- The Downtowner Award
- Downtown Event of the Year Award
- Downtown New Business Award
- Downtown Business of the Year Award
- People's Choice Award

The winners will soon be posted on the BRZ website so be sure to check it out

08/18/2026

Saving for retirement is hard enough - don't lose your hard earned money to these common tax & planning traps!

1️⃣Taking CPP & OAS early reduces your monthly benefit permanently. Sometimes taking it early makes sense but doing it by default can cost you long-term.
2️⃣Treating RRSP as the only tool: RRSP withdrawals are taxable income. Balancing your strategy with TFSAs and non-registered accounts gives you far more flexibility.
3️⃣Not understanding the OAS claw-back: while a claw-back is not the end of the world, strategic withdrawals can make all the difference.

This is true pre & post retirement! Check your withholding % on all sources of income.
08/13/2026

This is true pre & post retirement!

Check your withholding % on all sources of income.

08/11/2026

You know what assuming does.... especially in financial planning.

A successful strategy isn't built on guesses, estimates, or what worked for a neighbor. It's built on facts. Get the real info!

We are here to help.

I've been told I have a knack at making complex information simple to understand, so ask away!! If I don't have the answ...
08/06/2026

I've been told I have a knack at making complex information simple to understand, so ask away!!
If I don't have the answer for you right away - I will find it for you.

08/04/2026

Are you actually covered, or just guessing?

Picking a random number out of thing air or only insuring your mortgage usually leaves big gaps - or leaves you overpaying for coverage you don't need.

Getting your life insurance coverage right comes down to knowing your real number. Not's not just about covering what you owe today; it's about protecting the income your family relies on for tomorrow.

*Cheers to the long weekend*
08/01/2026

*Cheers to the long weekend*

Address

7 Street South
Lethbridge, AB
T1J4S3

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