Laurel Myers, CHS, PFA, QAFP

Laurel Myers, CHS, PFA, QAFP I will work closely with you to fully understand your specific situation and goals.

I am pleased to be associated with DKB Financial Services Group Inc.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 Fin

ancial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

DKB Financial will be there!
03/22/2026

DKB Financial will be there!

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to re...
03/10/2026

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://bit.ly/40oiyig

Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Toget...
03/10/2026

Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes ...
03/06/2026

From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, ...
03/05/2026

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://bit.ly/40dzec4

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning ...
03/05/2026

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://bit.ly/3MWCJk9

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures...
03/04/2026

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investm...
02/27/2026

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://bit.ly/46tOeGh

Did you know that payout annuities can help provide financial predictability in retirement? Benefits include: • Reliabl...
02/26/2026

Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://bit.ly/4r9zmo8

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it ...
02/24/2026

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://bit.ly/4sdWRgK

Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun...
02/21/2026

Feeling the winter blahs? You're not alone. There’s still time to prioritize your mental wellbeing this winter. Many Sun Life plans offer coverage for mental health services. Let's discuss how your insurance can support you.

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409 Main St. West
North Bay, ON
P1B 2V3

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