Khaleel Urrahman - Advisor, Sun Life

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Khaleel Urrahman - Advisor, Sun Life I believe taking control of your finances and having a plan for your future allows you to live a happier life. I am a Sun Life advisor.

I will work with you to identify where you are today, what your end goals are and build a plan to get there in the most tax efficient way. 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.

09/18/2026

🎥 The Power of Planning – Episode 9: Hope Is Not a Strategy

We hope we’ll have enough to retire.

We hope our investments will grow.

We hope we’ll be able to enjoy the lifestyle we’ve worked so hard for.

There’s nothing wrong with hope.

But hope can’t tell you if you’re on track. A plan can.

Financial planning isn’t about predicting exactly what the future will look like.

It’s about preparing for it — and making intentional decisions along the way.

💬 Question of the week:

What’s one part of your financial future you’re hoping will work out… but haven’t actually planned for yet?

09/09/2026

💰 The Power of Planning – Episode 8: The Difference Between Saving and Planning

Saving money is important.

But saving and planning aren’t quite the same thing.

Saving answers: “What am I putting aside?”

Planning answers: “What am I building toward?”

Retirement. Travel. Family. Freedom. Security. Legacy.

When you know what your money is meant to accomplish, saving stops feeling like a sacrifice and starts feeling like progress.

💬 Question of the week:

Do you know what the money you’re saving today is actually meant to accomplish?

09/03/2026

⏳ The Power of Planning – Episode 7: The Cost of Waiting

One of the most expensive financial decisions is often the one we don’t make.

We wait for the perfect time.

The perfect income.

The perfect market.

The perfect moment.

But the truth is…

Progress usually begins with one small step.

You don’t have to have everything figured out.

You just have to get started.

💬 Question of the week:

What’s one financial task you’ve been putting off that you can tackle this week?

I’d love to hear your thoughts.

09/02/2026

🎥 The Power of Planning – Episode 11: Small Decisions, Big Outcomes

We often think improving our financial future requires one enormous decision.

But some of the most powerful changes start small.

Save a little more.
Pay a little extra toward debt.
Increase your investments when your income grows.
Review your plan regularly.

Individually, they may not feel significant.

But give those decisions enough time and consistency — and the destination can look very different.

You don’t always need to change your life overnight. Sometimes you just need to change your direction.

💬 Question of the week:

What’s one small financial change you could make today that your future self might thank you for?

08/24/2026

💵 The Power of Planning – Episode 6: Every Dollar Needs a Purpose

Money is a tool.

The question isn’t whether you spend it…

The question is whether your money is helping you build the life you truly want.

Every dollar can have a purpose.

To enjoy today.

To protect your family.

To prepare for retirement.

Or to create opportunities for tomorrow.

When your money has a purpose, your financial decisions become much easier.

💬 Question of the week:

If you gave every dollar a job, what would be the most important one?

08/10/2026

🌿 The Power of Planning – Episode 5: What Does Financial Freedom Really Mean?

Financial freedom means something different to everyone.

For some, it’s retiring early.

For others, it’s travelling more, spending time with family, giving back, or simply having peace of mind.

The important question isn’t whether your vision looks like someone else’s.

It’s whether you’re building a plan that supports your vision.

💬 Question of the week:

In one sentence…

What does financial freedom mean to you?

I’d love to hear your perspective.

07/30/2026

💼 The Power of Planning – Episode 4: Why High Income Isn’t Enough

Many people believe that earning more money is the answer to financial security.

The truth is…

I’ve met people with modest incomes who feel completely in control of their future.

And I’ve met high-income earners who still feel financially stressed.

The difference usually isn’t income.

It’s having a plan.

Money creates opportunities.

Planning helps you make the most of them.

💬 Question of the week:

Do you think financial confidence comes more from earning more… or planning better?

I’d love to hear your thoughts.

07/23/2026

🎥 The Power of Planning – Episode 3: Your Future Self Is Counting on You

The financial decisions you make today aren’t just about today.

They’re shaping the life you’ll live years from now.

Every dollar you save.
Every debt you reduce.
Every intentional financial decision.

They’re all investments in the person you’re becoming.

One day, your future self will look back at the choices you’re making today.

The question is…

What do you want them to say?

💬 Question of the week:

What’s one financial decision you can make this week that your future self will thank you for?

I’d love to hear your thoughts.

07/16/2026

🧭 The Power of Planning – Episode 2: The GPS Principle

When you open your GPS, the first thing it asks isn’t how you want to get there…

It asks where you want to go.

Your financial life works the same way.

Before asking:
• Should I invest more?
• Should I pay off my mortgage?
• Should I contribute to my RRSP or TFSA?

Ask yourself one simple question:

Where do I actually want to go?

When your destination is clear, your financial decisions become much easier.

💬 Question of the week:

If everything went exactly as you hoped, what would your ideal retirement look like?

I’d love to hear your thoughts.

07/09/2026

🎥 Introducing: The Power of Planning

Over the past 11 years as a financial planner, I’ve learned that the biggest financial mistakes usually aren’t caused by choosing the wrong investment.

More often, they’re caused by making financial decisions without a clear plan.

That’s why I’m launching The Power of Planning—a new weekly one-minute video series where I’ll share simple, practical lessons to help you make smarter financial decisions with more clarity and confidence.

No complicated financial jargon.
No market predictions.
Just timeless principles that can help you build the future you want.

I hope you’ll join me every Thursday as we explore the power of planning—one minute at a time.

I’d love to hear from you:

What’s one financial question you’ve always wanted answered?

Address

Moncton, NB
E1E4E1

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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