Tyler Zinn - Advisor, Sun Life

09/10/2024

Imagine you’re 38 years old, working full time, saving for your kid’s college and planning for retirement. You’re busy but want to meet your financial goals.

Consolidating your investments can help you stay on track by addressing your financial needs in one holistic plan. This helps optimize your portfolio and focus your investments on your goals.

Contact me to learn how investment consolidation can help you.

Video transcript: Consolidating assets with Sun Life has its benefits. Options. Advice. Simplicity. Savings. Stability. Let’s connect to learn how investment consolidation can help you reach your goals.

09/03/2024

Knowing investment product risk can help you choose the ones that match your tolerance, age and savings timeline. This, in turn, can help you reach your financial goals.

If your investments are with multiple advisors, managing your risk can be hard and your investment portfolio may not align with your risk profile.

Let’s explore how consolidating assets can help you manage risk on your financial journey.

08/30/2024

Your inheritance is too important to leave up to chance. With a little planning, you can reduce your lifetime tax payable and minimize the potential tax payable by your estate. Book an appointment with me to learn more.

08/27/2024

As an entrepreneur, you may be used to taking risks to improve your business. But you don't need to risk your finances. Let me help you create a plan that focuses on business growth, risk mitigation and reaching your overall financial goals. Contact me to get started.

08/26/2024

Meet Daniel. 🧓🏼 He worries about managing multiple investment accounts in retirement.

He consolidates his investments for a simplified overview of his finances, with one statement and one advisor who knows his financial goals. Now he can relax in retirement.

Let’s talk about how consolidating can help you have a worry-free retirement.

08/22/2024

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.

Do you need mortgage insurance? Or would life insurance offer you mortgage protection and more? Learn about the difference between mortgage insurance and life insurance. Find out which one you need to protect your home and your family. Visit sunlife.ca for more information.

08/20/2024

Retirement is for relaxing, not worrying about managing your investments. Creating a holistic strategy with one company can reduce risk, save taxes and make estate transfer easier. Let’s create a unified strategy that helps you secure your retirement.

08/19/2024

Walking isn’t just a way to get from one place to another. This simple, low-impact activity can help lower your risk of heart disease, arthritis and type 2 diabetes. How do you like to stay active?

08/17/2024

Without protection, you may be at risk. Let’s create a strategy that helps protect you from the unexpected. Contact me to get started.

08/11/2024

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.

08/09/2024

As a small business owner, one of the most important skills you can have is strong leadership. Three ways to improve your leadership skills:​

1. Become a student again​
2. Engage in honest, open communication​
3. Encourage personal and professional growth.