Destiney Straight SunLife Financial Advisor

Destiney Straight SunLife Financial Advisor I will work closely with you to fully understand your specific situation and goals.

11/10/2021

Khuyến mãi cho các chị em hôm nay. Bán tất cả với giá gốc
Kiểm tra sản phẩm thoải mái - Hài lòng thanh toán

Today I was recognized for Sun Life Financial's Order of Merit Quick Start Certification. I'd like to thank the great st...
01/15/2018

Today I was recognized for Sun Life Financial's Order of Merit Quick Start Certification. I'd like to thank the great staff and training personal that have enhanced my education for me to reach this point in my career and all my family and friends who took the time to sit down with me and hear about the great work I do! 💚 I foresee a long and happy future here, after all Life is Brighter under the Sun 🌞
How to reach me:
250-729-7544 Ext 2223
204-481-3063

01/13/2018

Reached 50 likes!!! Thanks for all the support everyone and please keep sharing my business 💜 With your help I will achieve greatness and be the best financial advisor i can be.
To have your free sit down with me at my office please call me @ (250) 729-7544 ext 2223 or my cell phone (204) 481-3063

I will work closely with you to fully understand your specific situation and goals.

Bright Thoughts: Vowing to eat better this year? Some of the most common nutrition resolutions aren’t easy to keep. Here...
01/13/2018

Bright Thoughts: Vowing to eat better this year? Some of the most common nutrition resolutions aren’t easy to keep. Here are 3 to skip, and how to replace them. http://ow.ly/LLym30hK4LV

Bright Thoughts: Has too much seasonal spending left you with an aching wallet? These tips will help ease the pain — and...
12/29/2017

Bright Thoughts: Has too much seasonal spending left you with an aching wallet? These tips will help ease the pain — and prevent it from happening again. http://ow.ly/xYwz30hsmBU

5 Financial Gift Ideas for kids this holiday season...It’s easy to succumb to the latest cool, shiny toys when shopping ...
12/14/2017

5 Financial Gift Ideas for kids this holiday season...
It’s easy to succumb to the latest cool, shiny toys when shopping for the children in your life – especially during the festive time of year. Or you might be tempted to give your children or grandchildren cash, instead of battling it out in the mall or hunting for the perfect gift online. But with a little thought, you can help the young people you love invest for the long term.

Here are a few ideas for financial gifts:

1. Open a registered education savings plan (RESP)

Post-secondary education is getting more and more expensive, so starting an RESP as early as possible will give the children in your life the opportunity to get an education with minimal debt. Plus, you get government grants: The Canadian government will match 20% of your annual contributions up to $500 per year (and $7,200 lifetime), until the end of the year your child turns 17, through the Canada Education Savings Grant. There's a $50,000 lifetime limit on the amount of contributions that can be made to each beneficiary.

2. Take out a life insurance policy

Most of us don’t think about life insurance until we’re adults, but starting a life insurance policy for a child can allow you to invest for them, if you choose a policy with a savings component. This could be an option if you’ve maxed out all other savings options for your children.

3. Protect your children with critical illness insurance

It may sound a little grim, but helping to protect your children or grandchildren with critical illness insurance has long-term as well as short-term benefits. Besides the lump-sum payment it provides if they become ill with one of the conditions covered by the policy, the policy can be turned into a life insurance policy after age 18, with no need for a medical exam.

4. Start a trust fund

Trust funds aren’t just for the wealthy. People from a range of income levels can use them to help provide financial security to their children and grandchildren. In addition to money, trust funds can also hold property and mutual funds. There are 2 main types of trust funds: testamentary (that take effect when you die) and inter-vivos (that you create while you’re still alive). An incentive trust is a particular kind of testamentary trust that rewards your beneficiaries for actions such as completing university. Talk with your financial advisor to create the trust that’s right for you and your children.

5. Make a charitable donation

No matter how old the gift recipient is, a charitable donation in that person’s name is a lovely way to give back for the holidays. If you’re giving a donation in your child or grandchild’s name, you can even get them involved in the process, since younger children may not fully understand why you gave a gift to another child while they didn’t get anything.

Let’s be honest: Your children and grandchildren may not appreciate it now, especially if they prefer toys to trust funds, but holiday money gifts are a pleasant surprise as they get older. Help your kids and grandkids learn about money management by example – and if you really want them to have something under the tree to unwrap, get them a small gift as well.

11/30/2017

Do you know how much life insurance you need? Try our 2-minute calculator to find out how much you'll need to provide for your loved ones if something should happen to you.

Use this life insurance calculator to give you an idea of the amount of insurance you might need to protect and provide for your survivors.

Congratulations to my winner of my draw today Tamas. Congratulations and thank you to everyone who entered. If you have ...
11/26/2017

Congratulations to my winner of my draw today Tamas. Congratulations and thank you to everyone who entered.
If you have any questions please feel free to contact me at (250) 729-7544 ext 2223.

Come on down to Frank J Ney Elementary school today 10am to 3pm and enter my draw to win a free scooter worth $100
11/25/2017

Come on down to Frank J Ney Elementary school today 10am to 3pm and enter my draw to win a free scooter worth $100

Come down to Frank J Ney Holiday Craft Fair this Friday and Saturday
11/24/2017

Come down to Frank J Ney Holiday Craft Fair this Friday and Saturday

Congratulations Deb! She was my lucky winner today at the Winter Stop and Shop
11/20/2017

Congratulations Deb! She was my lucky winner today at the Winter Stop and Shop

Set up today for the Winter Stop and Shop Stop by my Sun Life Financial booth to win a free Christmas Basket worth $60! ...
11/18/2017

Set up today for the Winter Stop and Shop
Stop by my Sun Life Financial booth to win a free Christmas Basket worth $60!
Destiney Straight

Address

4750 Rutherford Road
Nanaimo, BC
V9T4K6

Opening Hours

Monday 8:30am - 9pm
Tuesday 8:30am - 9pm
Wednesday 8:30am - 9pm
Thursday 8:30am - 9pm
Friday 8:30am - 9pm
Saturday 8:30am - 9pm
Sunday 8:30am - 9pm

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