Khaleel Urrahman - Advisor, Sun Life

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. Advisor

s 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.

📈 Myth: Market ups and downs can derail even the best retirement plans. Sun GIF Solutions Income Series offers a guaran...
06/04/2026

📈 Myth: Market ups and downs can derail even the best retirement plans.

Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.

Let’s talk about whether Sun Life GIFs are the right choice for your retirement.

📈 Mythe : Les hauts et les bas du marché peuvent compromettre même les meilleurs plans de retraite. La série Revenu des...
06/04/2026

📈 Mythe : Les hauts et les bas du marché peuvent compromettre même les meilleurs plans de retraite.

La série Revenu des Solutions FPG Sun Life offre un revenu garanti à vie, malgré la volatilité des marchés. N’oubliez pas que les retraits qui dépassent le montant de revenu garanti réduiront les montants de vos revenus futurs.

Découvrons ensemble si les Solutions FPG Sun Life constituent le bon choix pour votre retraite.

🔒 Mythe : L’argent investi dans un fonds distinct est immobilisé. Votre argent est accessible en tout temps. Toutefois,...
05/28/2026

🔒 Mythe : L’argent investi dans un fonds distinct est immobilisé.

Votre argent est accessible en tout temps. Toutefois, les retraits auront une incidence sur les garanties (à l’échéance et au décès) du contrat en question. Souvent, les garanties correspondent au montant le plus élevé entre 75 % ou 100 % de vos placements initiaux ou de la valeur de marché.

Communiquez avec moi pour découvrir si les fonds distincts constituent le bon choix pour vos placements!

🔒 Myth: Money in a segregated fund is locked in. Your money can be accessed at any time; however, withdrawals will imp...
05/28/2026

🔒 Myth: Money in a segregated fund is locked in.

Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.

Get in touch to discuss whether a segregated fund is the right choice for your investments!

🔄 Réalité : Fonds distincts ≠ fonds communs de placement Les deux types de fonds mettent en commun l’argent d’un grand n...
05/21/2026

🔄 Réalité : Fonds distincts ≠ fonds communs de placement

Les deux types de fonds mettent en commun l’argent d’un grand nombre d’épargnants et d’épargnantes, qui est géré par des spécialistes. Toutefois, les fonds distincts offrent des avantages uniques.

Fonds distincts :
- Produits d’assurance assortis de garanties sur le capital
- Protection éventuelle contre les créanciers
- Avantages pour la planification successorale

Fonds communs de placement :
- Fiducies plus simples sans garanties
- Coûts généralement moins élevés
- Aucun avantage lié à l’assurance

Chaque produit répond à des besoins précis. Lequel vous convient le mieux? Parlons-en.

🔄 Myth buster: Segregated funds ≠ mutual funds.While both pool investor money for professional management, segregated fu...
05/21/2026

🔄 Myth buster: Segregated funds ≠ mutual funds.

While both pool investor money for professional management, segregated funds offer unique advantages.

Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits

Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits

Different tools for different goals. Which is right for you? Reach out and let’s discuss it.

📋 Réalité : C’est important de comprendre les rôles dans les contrats de fonds distincts. Le ou la propriétaire du contr...
05/14/2026

📋 Réalité : C’est important de comprendre les rôles dans les contrats de fonds distincts.

Le ou la propriétaire du contrat et le rentier ou la rentière jouent des rôles distincts. Il est possible que ce soient deux personnes différentes, ce qui crée des occasions stratégiques en matière de planification successorale, de transfert du patrimoine familial et d’optimisation fiscale.

Comprendre cette structure maximise les possibilités. Des questions? Contactez-moi.

📋 Myth buster: Understanding segregated fund roles matters! The contract owner and annuitant have two different roles in...
05/14/2026

📋 Myth buster: Understanding segregated fund roles matters!

The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.

Understanding the structure unlocks the potential. Questions? I'm here to help!

Happy ’s Day to all the incredible mothers and mother figures. Your impact is timeless. 🌸Alfred Bessawa Ebolo - Associa...
05/10/2026

Happy ’s Day to all the incredible mothers and mother figures. Your impact is timeless. 🌸

Alfred Bessawa Ebolo - Associate Advisor, Sun Life

Manu George - Associate Advisor, Sun Life

Amal Kilani - Advisor, Sun Life

🏦 Myth Buster: Can't buy segregated funds at your bank! In Canada, segregated funds are exclusively offered through life...
05/07/2026

🏦 Myth Buster: Can't buy segregated funds at your bank!

In Canada, segregated funds are exclusively offered through life insurance companies like Sun Life.

Why? They're insurance contracts requiring a licensed life insurance advisor.

This is why working with the right advisor matters. Let's connect!

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Moncton, NB
E1E4E1

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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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