Jerome Bass Sun Life Financial advisor

03/23/2021

Do you get the impression that your current financial advisor cares about your particular situation? It's good to find advisors that want to help you first rather than help themselves.

03/19/2021

Check this out! Look at the difference in starting to invest at 25 (and stopping 9yrs later) vs starting at 35 and continuing to invest until retirement. A big difference that's for sure 😊

03/18/2021

I went in to speak to an advisor from one of the big 3 Canadian Banks about Mortgage Insurance. Did you know what I was told?

Not only can they not recommend the right help to clients looking for protection outside of their bank - their internal policy actually prohibits them from advising you to choose the best strategy offered by another department in the bank!

03/15/2021

Often I come across clients that feel that there is still many unknowns after meeting with their banker. This is not uncommon, if you've been feeling this way since speaking to your advisor it might be time to get a second opinion.

02/03/2021

This is sad, unfortunately many retirees are looking at a dire situation in retirement. It is possible to plan for and work towards a sustainable retirement. We just need to start as soon as possible.

This generation faces financial distress and age discrimination as their work life ends

02/01/2021

I was coming home late one night after spending over 5 hours at someones home and that's when it hit me. "I really like this work" the amount of job satisfaction that I experience on a daily basis is unprecedented! Getting the opportunity to help people grow and protect their savings is very fulfilling for me.

12/14/2020

It's not about how much you make, it matters how much you save.. Today it may not seem like a lot but if you were to invest $100/week at a modest return of 6% there would be over $64,000 after 10 years and over $180K after 20 years! Check the math here https://www.calculator.net/investment-calculator.html?ctype=endamount&ctargetamountv=1000000&cstartingprinciplev=0&cyearsv=20&cinterestratev=6&ccontributeamountv=400&ciadditionat1=monthly&printit=0&x=88&y=23

12/08/2020

Did you know that an Education Fund that is set up for your child will allow the Government of Canada to contribute up to $7,200 to their education? Look up 'RESP' on Google for more information

12/03/2020

A survey was conducted finding the majority of people (70%) found their relationship with money was causing anxiety. This causes a fearful association with finance and that is bad.

What you can do is build a team around you that can help manage your financial situation. I can help you determine exactly who you need to work with to achieve your financial goals!

11/27/2020

Looking for help? This video sums up how I help.

11/11/2020

Lest we forget

10/12/2020

Happy Thanksgiving everyone! Wishing you all the best!