Diego Gonzalez CFP CLU CHS - Sun Life Financial advisor

12/07/2023

People will tell you to pay off your mortgage before you retire, while others will tell you to put the money you were spending on your mortgage into retirement savings. But what if you can’t? Let’s work together to build your mortgage payments into your retirement living expenses, and budget accordingly. Give me a call to discuss more.

11/23/2023

No one can predict how long they will live. But did you know that you could spend as many years retired as you did working? That’s a long time to cover expenses and have money to pay for your retirement dreams.​

Let’s discuss your retirement plan so you can feel more confident about your future.

11/09/2023

You can plan for decades and feel confident in your retirement plan. However, a major life event can sometimes force people into early retirement. It’s important to prepare for the unexpected! Book now to create your plan!

10/26/2023

💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!

A registered retirement income fund (RRIF) is an investment account that pays you income during retirement. You can transfer tax-sheltered funds from your RRSPs and certain other registered Canadian accounts into a RRIF. Connect with a Sun Life advisor to find out if a RRIF is right for you.

10/12/2023

As you near retirement, it’s time to start thinking about boosting your savings. That’s where I can help. Give me a call to start the conversation.

09/28/2023

Your workplace pension plan is a great way to maximize your retirement savings. And your employer may include other benefits beyond its own contributions to the plan. Need advice? Let’s set up some time to make sure you are retirement ready!

09/14/2023

What is a RRIF? It's An opportunity to grow your money in retirement. As you transition into Retirement let's discuss how you can make the most out of your hard-earned dollars.

09/01/2023

Do you need life insurance when you’re retired? When you retire, your income usually decreases, since you’re no longer working. Fortunately, a lot of your expenses decrease, too. But what about life insurance? If you already have a policy, is now the time to cash it in or let it lapse? And if you don’t have a policy, does it make sense to buy one now? Well, the answer depends on your unique situation. Let's talk about your options.

08/17/2023

Are you thinking about downsizing your house in retirement? Make an appointment with me to discuss the timing and find out how much (if any) of your home equity you’ll need to help fund your retirement.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

08/03/2023

No matter where you are on the retirement savings journey, here’s what you need to know about inflation, and what you can take to protect your plans for retirement.

07/20/2023

How much money do you need to retire? Well, that answer is unique for every Canadian. I can help you do the math on how much you actually need to retire, and keep your savings on track.

07/06/2023

When you’re developing a retirement budget, remember to factor in costs that your province’s health plan doesn’t cover. When working with me, we'll assess your individual situation and make a retirement plan that incorporates your unique needs. Let's talk.