Seven Lakes Financial Service Inc.

03/01/2026

It’s a cliché for a reason – you feel at peace knowing you’ve done what you can to plan for their future. Let’s talk about how I can help you plan to protect your family’s financial future.

02/23/2026

March 2 is the deadline to contribute to your RRSP for 2025 taxes. Find out how we can help maximize your retirement savings.

02/18/2026

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/4bWHiFa.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

02/12/2026

A TFSA is more than just a savings account!

Watch this short video that breaks down TFSAs in easy terms. Discover:
- How it can help you save for various goals
- The tax advantages it offers

Let's discuss how a TFSA could fit into your financial picture!
https://bit.ly/4kyikyd
https://bit.ly/4rpHsJS

Transcript: What is a TFSA? Simply put, a tax-free savings account, or TFSA, is a type of savings account to help save for any need. How does a TFSA work? A TFSA doesn’t have to be a savings account at a bank. A TFSA can contain a variety of investments like: bonds, stocks, mutual funds, and exchange-traded funds. Money, or contributions, that you put into a TFSA, are made with after-tax dollars. This means you’ve already paid income tax, and won’t need to pay again when you make withdrawals in the future. Plus, you won’t pay tax on any investment growth in your TFSA. Whether you’re saving for a dream vacation, your first home, or your retirement, a TFSA can help. What is your TFSA contribution limit? A contribution limit is the maximum amount you can add to your TFSA each year. The annual TFSA contribution limit changes from year to year. The federal government determines these limits. You’re entitled to the lifetime contributions for every year after you turn 18 and are a Canadian resident. For example, let’s say you don’t have a TFSA and were 18 in 2009, when the government introduced the TFSA. In this case, if you were a Canadian resident throughout that entire time, you’d have full contribution room available. But if you became a Canadian resident in 2015, you’d start gaining contribution room then. The best way to find out how much you can contribute to your TFSA is through the Canada Revenue Agency. Whenever you need it, a TFSA is a smart way to save, and see your savings grow – tax-free. Find more tips and tools at sunlife.ca.

Find out how a TFSA is a smart way to save and see your savings grow – tax-free. Learn More: https://www.sunlife.ca/en/investments/tfsa/what-is-a-tfsa-video/

01/28/2026

Thinking about your family's future? Be prepared for life’s certainties and surprises with permanent life insurance. It helps offer protection today and a financial legacy for loved ones later. Find out how, get in touch. https://bit.ly/4t5QRYo

01/23/2026

通过策略性捐赠方案，在实现慈善价值最大化的同时，获得更多税务优惠。

让我们一同探索税务高效型捐赠如何与您的慈善目标与财务规划完美契合。立即预约咨询，规划您今年及未来的慈善捐赠计划。

01/14/2026

Curious about RRSPs? Let's break it down!

In less than 2 minutes, learn RRSP basics including:
- How it can help you save for retirement
- The tax benefits of contributing

Watch the video to get started and reach out to discuss your personal RRSP strategy.
https://bit.ly/49DyzVu
https://bit.ly/49snxlO

Transcript: What is an RRSP? Simply put, a Registered Retirement Savings Plan, or RRSP, is a type of savings account that helps Canadians save for their retirement. How does an RRSP work? You can hold a variety of investments in your RRSP, like: stocks, bonds, GICs, and mutual funds. Any contributions or growth within your RRSP help you defer taxable income. This means you can defer taxes this year when you contribute, and defer taxes on any investment growth, until you choose to access the funds. For most, withdrawing from your RRSP at a later point in life means paying less tax. Think of it this way: you’ll probably be in a lower tax bracket when you’re retired in your 60s or 70s. So you’ll be paying less tax when you withdraw from your RRSP at that age. What’s your RRSP contribution limit? Your yearly contribution limit is 18% of your earned income, plus unused room from earlier years. Any money you put into an RRSP, up to the limit, reduces your taxable income for that year. Your RRSP contribution limit is calculated each year and will appear on the Notice of Assessment you receive after filing your taxes. For more tips and tools, visit sunlife.ca.

Find out, in simple terms, what an RRSP is and how it can help you save for retirement. Learn More: https://www.sunlife.ca/en/investments/rrsp/simply-put-wha...

01/07/2026

切勿錯過潛在稅務優惠，同時保障您的養老儲備。以下是您應考慮將 RRSP 供款最大化的原因：
• 減少您 2 025 年的應課稅收入
• 儲蓄可享免稅增長，直至提取為止
• 投資於您未來的財務健康

永明金融提供多款 RRSP 投資選擇，可幫助您累積退休儲蓄：
• 互惠基金
• 保證投資證書 (GIC)
• 儲蓄戶口

歡迎在截止日期之前與我們探討如何善用您的 RRSP 供款。未來的您會感激自己今天的決定！

12/18/2025

May your holiday season overflow with laughter, kindness and memorable moments.

09/21/2025

When it comes to your finances, you don’t have to go it alone. I can help you stop spinning. Let’s talk about your personalized plan. It’s time to partner right.

09/11/2025

Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.

09/09/2025

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in the future.