Grant Best, B,Admin - Advisor, Sun Life

07/26/2024

Spending time outside can be great for our mental and physical health. What summer activities are your favourite? Let me know in the comments!

07/23/2024

Small changes to your portfolio may have big effects. Contact me to set up some time to assess your portfolio.

07/19/2024

Simply put, you need to know where you’re starting from before deciding what’s right for you. These 3 simple steps can help you build your wealth.

1. Understand your financial situation.
2. Set financial goals.
3. Get personalized advice.

Reach out to me if you’re ready to start working on your financial roadmap.

07/18/2024

Have you been dreaming of a retirement filled with travel? With a little planning, you can stretch your travel dollars to find more adventure than ever! Check out these 5 tips.

Now that you’re retired, you have all the time in the world to travel – but can you afford it? And what about your health? Check our tips for saving money and looking after yourself.

07/12/2024

Did you know? As a Canadian living with diabetes, you can get life insurance. Find out more in this article. If you’re ready to explore your protection options, reach out to me.

Can you get life insurance if you have diabetes? The answer is yes. Here’s what you need to know.

07/09/2024

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.

Understanding the way your savings are taxed will help you avoid nasty surprises at tax time.

07/05/2024

The tax-free First Home Savings Account (FHSA) is a registered investment account that lets Canadian residents to contribute up to $40,000 (with an annual contribution limit of $8,000) to buy their first home in Canada. Looking to start saving up for your first home today? Let's connect.

07/04/2024

Summer is in full swing! It's days like these that remind us what activities we enjoy most. I can help you think ahead to your retirement years to help make sure you can keep doing more of what you love.

07/02/2024

Can you believe we’re already halfway through 2024? If you’re a business owner, try these 3 things to stay on top of your goals:

1. Create or assess your business plan.
2. Assess your monthly budget.
3. Adjust your financial goals.

If you need help, I’m only a call away.

06/28/2024

Did you know? The best time to plan for the unexpected is when you’re healthy. If you wait until you need it, your options can become more limited. If you’re ready to explore insurance options that will help you find peace of mind, give me a call!

06/21/2024

I can help you set, maintain and change an asset allocation strategy based on your risk tolerance, time horizon, and financial goals. Contact me to discuss your questions and concerns.

Simply put, asset allocation is a strategy that involves selecting a mix of investments appropriate to your risk tolerance, time horizon, and financial goals.

06/20/2024

Simply put, a payout annuity is an easy way to convert some of your savings into regular income payments. A life annuity, a type of payout annuity, can help give a steady source of income throughout your retirement. Watch the video to learn more.

Looking for a worry-free way to meet your retirement income needs? See how a life annuity can convert some of your savings into guaranteed income payments for life. Talk to a Sun Life Financial advisor to find out how an annuity can benefit you.