Kyle Seabrooke, RRC - Sun Life Financial Planner

Kyle Seabrooke, RRC - Sun Life Financial Planner I am a Sun Life Financial Advisor. The posts on this page are my personal opinions, and do not reflect the official position of Sun Life Financial.

When I look at your Financial Plan, I make sure that you have a financial goal. First I help you protect that goal, for example buying a home, with the proper coverage ie: life, disability and health insurance. This way you aren’t drawing on your investments or going into debt should you suffer an illness, or if a spouse/loved one has passed away. Then I help you achieve your financial goals throu

gh proper budgeting and investing. Navigating the waters of financial planning can be difficult without a good grasp of the financial markets and the vehicles available to you (RRSP’s/TFSA’s, Corporate Class Funds). That is where advisors like myself come in. My target market is young people like myself; getting them started, because the younger you are, the more time you have to achieve your goal. Compound interest is your best friend! As a professional Financial Advisor, all of your info given to me is confidential. To find out more about sunlife, visit my website at www.sunlife.ca/kyle.seabrooke. I am a Sun Life advisor. 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 Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

05/06/2026

Sun Life is offering a 25% to 50% first-year premium rebate (cheque) on new Sun Critical Illness Insurance (Sun CII) policies issued between April 13 and July 31, 2026. Adult policies receive 25% (3 months) back, and child policies receive 50% (6 months) back, provided they remain in force for one year.

2026 Critical Illness Insurance Promo Details
Offer Period: Policies must be issued between April 13, 2026, and July 31, 2026.
Adult Policy Promo: Receive a cheque equivalent to 3 months of premiums (25% of the first year's premium).
Child Policy Promo: Receive a cheque equivalent to 6 months of premiums (50% of the first year's premium).
Requirement: The policy must remain active for one year from the date it settles to be eligible for the payment.

Send a message to learn more

04/15/2026

Did you know that as of 2026, there is a total of $109,000 in TFSA room? As long as you were at least 18yrs old in 2009 (the year the TFSA was created). You can carry forward all of your unused room. This is an extremely powerful investment account for Canadians that is definitely underutilized!

09/09/2025

RESP: Registered Education Savings Plan. The government will match your annual contributions into this account by 20% to a maximum of $500 per beneficiary. Make sure you are taking full advantage of these grants. That’s a 20% rate of return before investment growth!

“When do I invest, the markets are crazy right now!” The power of staying invested, cannot be overstated. Trying to “ti...
04/03/2025

“When do I invest, the markets are crazy right now!” The power of staying invested, cannot be overstated. Trying to “time” the markets by jumping in and out is an incredibly difficult thing to do. If your time horizon for investing is 10+ years, and you are well diversified, stay invested. Make sure to sit with a licensed advisor to make sure your investments reflect your true risk tolerance.

02/06/2025

The RRSP deadline for 2024 deductions is March 3rd. If you are concerned about market conditions/volatility at this time with uncertainty surrounding tariffs, you can make your deposit into a Money Market fund. A purely interest fund with 0 market risk. That way you can still get your tax deduction.
Make sure to speak with your advisor, so you are getting proper tailored advice on your investments and financial planning.

01/06/2025

Welcome to 2025 everybody!
Here are some quick noteworthy investment items.
The 2025 TFSA limit is $7000, with $102,000 of total room if you were at least 18 in 2009. The 2025 RRSP dollar limit is now $32,490. The deadline for 2024 RRSP deductions is March 3rd.

Today, we remember our fallen 🇨🇦. Lest we forget.
11/11/2024

Today, we remember our fallen 🇨🇦. Lest we forget.

10/23/2024

Wednesday’s decision is the fourth consecutive drop in interest rates since June and is the Bank of Canada's largest rate cut since 2009, outside the COVID-19 pandemic.

07/16/2024

Using insurance strategies to keep wealth in a family has become even more important considering the recent hike to the capital gains inclusion rate

A quick summary of the 2024 Canadian Federal Budget. Noteworthy proposed Capital Gains tax changes. The inclusion rate i...
04/18/2024

A quick summary of the 2024 Canadian Federal Budget. Noteworthy proposed Capital Gains tax changes. The inclusion rate is moving from 50% to 2/3rds for anything over $250,000 effective in June if it is implemented. This is something to watch for as a business owner, if you own a secondary property that you are wanting to sell (ie: cottage or rental property), and a large non-registered investment portfolio.

How will Canada’s 2024 Federal budget impact your money and your budget this year and in the future? We’ve highlighted some key insights.

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+16132956751

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