Tami Miller - Advisor, Sun Life

01/02/2026

Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

https://bit.ly/4qDV0Ru

01/01/2026

Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!

https://bit.ly/4jnA2Uy

01/01/2026

FINANCIAL PLANNING WEBINAR | Estate and taxes: The essentials

Tuesday, March 17, 12 p.m. ET

While thinking about estate planning, an important consideration is taxation. Understanding these elements will help you create a comprehensive estate plan that protects your assets and ensures your wishes are carried out effectively.

In this webinar you’ll learn more about:
~providing for your loved ones
~the importance of beneficiary designations
~passing on your estate in a tax efficient manner

Register now to secure your spot and take the first step towards a more secure financial future. https://bit.ly/49fZ0QX

12/31/2025

Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments

Let's make sure your investments are set for 2026. Get in touch today.

https://bit.ly/4phJf1M

12/30/2025

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://bit.ly/4pUAbkJ

12/29/2025

Some retirees are happy living off the interest and dividends from their portfolio investments, leaving the principal to grow. Others are willing to take a risk if it means they could hit the jackpot with their investments and live comfortably off the returns.https://bit.ly/4pY2Ntg

It's the 4% rule on steroids. Here's what it is and why it might work for you.

12/28/2025

Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.

Get the peace of mind you need to make your next move.

For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.

Let’s chat! https://bit.ly/3KPW05R

*Terms and conditions apply

12/27/2025

Is your child's education fund on track?

Starting early and saving consistently can make a significant difference in your child's educational future.

Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options

Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.

https://bit.ly/3YegLeA

12/26/2025

Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.

Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider

Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.

Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.

12/25/2025

New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.https://bit.ly/3YHHYWW

New laws enacted in 2025 may impact just how much federal taxes Social Security beneficiaries owe on their benefit income. Here's how experts say to plan.

12/24/2025

No single food — not even a superfood — can offer all the nutrition, health benefits, and energy we need to nourish ourselves. The 2015–2020 US Dietary Guidelines recommend healthy eating patterns, "combining healthy choices from across all food groups — while paying attention to calorie limits."https://bit.ly/4asjDvy

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12/23/2025

Amid a tough job market and troubles affording homeownership, many young Canadians could be skipping on retirement planning despite fears of not having enough in their senior years, according to a new survey.https://bit.ly/4pkqZ8k

About 66% of Canadian millennials are afraid of running out of money in retirement, according to a new survey by the CPPIB. Find out more.