Ashleigh Mould - Associate Advisor, Sun Life

06/01/2026

I hope everyone enjoyed the absolutely beautiful weekend we just had!

I worked on some much needed garden maintenance (with a lot of help from a pro), and it made me think of all of the “financial maintenance” that we sometimes put aside for later.

Just like a garden, your financial and risk mitigation plans can get out of control quickly. Unexpected life events can pop up like dandelions, changes in your health can threaten like summer storm damage, or even the “slow-creeping weeds” of overstretched budgets can take over your carefully-laid plans.

If you feel like you need a little maintenance, feel free to reach out for a chat and review. Let’s keep our gardens beautiful, healthy, and growing.

05/22/2026

Sharing some details of our wonderful client event earlier in May.

04/22/2026

Please join us in acknowledging the incredible client service and administrative wizards on our Team.

Happy Administrative Professionals Day to James, Yasmine, Laura, and Wendy!

04/04/2026

Wishing all my clients, family, and friends a happy and peaceful Easter

03/25/2026

I don't know about you, but I shuddered when I saw the price at the pumps this morning. It seems that everything has gotten more expensive. Now’s the time when you want every dollar to count. Let’s work together to create a strategy that let’s you breathe easy today while still saving for tomorrow.

03/03/2026

We made it to the end of RRSP season! A huge thanks (and congratulations) to all of my clients who reached out to make contributions before the deadline ✅📈

RRSP deadline reminder:

📅 March 2, 2026

You still have time to plan your contributions.

Learn more: https://ow.ly/RVRk50YmBBB

02/25/2026

The RRSP contribution deadline for 2025 taxes is fast approaching. If you need to set up an RRSP, or make a contribution to an existing plan by March 2nd, reach out to me!

01/27/2026

On the road this morning heading to the SLGI Winter Wealth Day in Burlington, and Fidelity tomorrow. Excited to hear about the big trends and analysis for the coming year in Mutual Funds.

01/14/2026

Jeff and Ashleigh are at Sun Life’s historic head office building in Waterloo today for our Annual General Meeting. They’re bringing back details of the exciting plans the company has in store for 2026 ☀️

01/07/2026

I'm seeing an increasing number of clients who had no idea that they themselves, or a loved one are eligible to open a Registered Disability Savings Plan. If you qualify for the Disability Tax Credit, you can open an RDSP regardless of whether you receive other benefits.

An RDSP helps people experiencing visible and invisible disabilities to save without affecting their government benefits. Depending on their income, the Canadian government could contribute grant and bond money to the plan.

Think this may be good for you or someone you know? Get in touch to discuss the details.