Daniel Chan - Advisor, Sun Life

07/08/2022

There's 5 tips to start your retirement plan:
1. Build an emergency fund.
2. Contribute to an RRSP.
3. Review your budget and financial plan often.
4. Use a retirement calculator to stay on track.
Work with experts - Contact me today 416-818-7376

The amount you’ll need in retirement is unique to you, and the right financial plan can set you up for success. Get started with these 5 tips. Visit sunlife.ca to learn more.

06/16/2022

Fly Aw-EH with Sun Life
Double your odds of winning before Jun 30, 2022. Simply sign in to the My Sun Life Mobile app and you're in!

06/15/2022

Happy Father's Day in advance!

5 financial tips every new parent needs.

Happy Father’s Day, dads! Here’s the advice you need to navigate this exciting (and expensive!) time in your life.

05/16/2022

🧳👓You have a chance to ENJOY a Canadian trip for two without paying a single loonie.
Simply sign in to mysunlife.ca TODAY!

03/21/2022

4 ways to stay positive during difficult times
- Stop doom scrolling
- Distract yourself with hobbies that make you happy
- Spend time outdoors to improve your mood
- Reduce financial stress and take control of your future

Struggling to feel happy during these uncertain times? Here are a few simple things you can do to boost your mood and inject a little more positivity into your life.

03/19/2022

It's time to sign up for paperless. Going paperless has many benefits:
1. It’s good for the environment
2. Fewer claims mistakes and delays occur
3. It’s a growing trend
4. It can help contain your employer’s costs while keeping your health plan going
5. It makes claims information more accessible
Check the link below for sign up paperless today!
https://www.sunlife.ca/en/support/sign-in-help/paperless/

Signing up for online benefits claims and other financial transactions can make your payments faster, more accurate and better for the environment.

02/15/2022

March 1, 2022 is the deadline to contribute to your RRSP for the 2021 tax year. Contact us to contribute your RRSP now!

Office Number: 905-604-7376
Cell: 416-818-7376
Email: [email protected]

Are you one of those people who contribute to their RRSPs at the last possible minute every year? There's an easier, stress-free way to save for your retirement.

01/18/2022

RRSP Season! 😊
Learn more about RRSP and contact me to review your saving plan for your retirement!

Call me at 416-818-7376

As your income goes up, so should your RRSP contributions. Find out how a small increase can make a huge difference.

01/17/2022

A Warm Notice to all my friends
"Check on your furnace vent during and after heavy snowfalls, and clear snow away from the vent's opening if it builds up. If you do notice a mound of snow blocking your furnace vent, clear it away by hand – don't use a shovel or a snow blower, as either could cause damage to the furnace vent pipe."

01/04/2022

New Year comes with a list of resolutions. As we benefit from our insurance policies, we want our loved ones and friends to benefit as well. We carry all these types of services:

- Life Insurance
- Critical Illness Insurance
- Travel Insurance
- RRSP/TFSA/RIFF/LIRA, and more

If you want your loved ones and friends to enjoy the same benefits, we can be reached in various ways:

- 416-818-7376 (Phone, Whatsapp & WeChat)
- [email protected]

12/31/2021

To All My Valued Clients:

Thank you for all of your support this year. From the bottom of our heart, we wish you and your family a New Year blessed with joy, health and prosperity!

We would like to remind you that the final day of 2021 RRSP contribution is Feb 28, 2022.

Enjoy the Happy Season!

Daniel Chan & Team
Warm Regards,
Dec 31, 2021