Alexandra Serra - Sun Life Financial advisor

Alexandra Serra - Sun Life Financial advisor Together we will create a plan to help you achieve lifetime financial security, considering your situation and goals. It all starts with a conversation!

I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection

Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.

It’s easy to overdo it on the Halloween candy, but it’s possible to make healthier choices. This article gives you seven...
10/07/2022

It’s easy to overdo it on the Halloween candy, but it’s possible to make healthier choices. This article gives you seven tricks on how to make strategic choices this Halloween season.

It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on staying healthy this holiday.

10/07/2022

Are you anxious about sky-high inflation? That’s understandable. However, you can save money here and there with these creative solutions. Reach out to me to discuss your unique situation. Learn more here: https://bit.ly/10wealth4

Taking on a executor role is something many people feel is their duty, especially since it's usually for a parent or fam...
09/28/2022

Taking on a executor role is something many people feel is their duty, especially since it's usually for a parent or family member. Before you accept this responsibility, make sure you know what you're getting into. It can become a complicated, time-consuming and expensive process. This article highlights what you can expect.

If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.

Anyone with kids will agree that life is short and time flies! That's why it's important to start saving for your childr...
09/26/2022

Anyone with kids will agree that life is short and time flies! That's why it's important to start saving for your children's education early. Need help getting started? I'm here to guide you through the process.

If you start too late, investing in RESPs is probably not the best choice

Living a long and healthy life is something many of us hope for. But how can we ensure that we’re setting ourselves up f...
09/23/2022

Living a long and healthy life is something many of us hope for. But how can we ensure that we’re setting ourselves up for success? This article explains eight health and wellness habits that you should incorporate into your lifestyle.

The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood of living a long, healthy life.

Looking to save some money? Keep more money in your wallet by considering buying second-hand!
09/14/2022

Looking to save some money? Keep more money in your wallet by considering buying second-hand!

There are good deals to be had when buying used items, so long as you know what to look for and stick to some perennial items that never go out of style.

With interest rates increasing again, how will this impact your mortgage payments? If you need to adjust your budget, I’...
09/12/2022

With interest rates increasing again, how will this impact your mortgage payments? If you need to adjust your budget, I’m here to help. Reach out to me to set up an appointment.

The latest Bank of Canada rate hike will hit some Canadians when it comes to paying their mortgage.

We all know that living an active lifestyle is good for our health. But did you know it can also save you money? That's ...
09/09/2022

We all know that living an active lifestyle is good for our health. But did you know it can also save you money? That's because inactivity is a proven health risk. Proven health risks tend to make your life insurance and health insurance more expensive. This article explains the details and gives you examples of how this could affect you. Reach out to me if you have any questions.

An inactive, or sedentary lifestyle, with too much sitting and not enough exercise, is bad for you. It can also cost you more on insurance. Visit sunlife.ca to find out why and what you can do about it.

Are you wondering how the rate hikes will affect your finances? Reach out to me to discuss your unique situation.
09/08/2022

Are you wondering how the rate hikes will affect your finances? Reach out to me to discuss your unique situation.

Bank of Canada raised its key interest rate for the fifth time this year to 3.25%. Read on

It's always smart to think before you buy - especially when it comes to big purchases. I can help you figure out if your...
08/31/2022

It's always smart to think before you buy - especially when it comes to big purchases. I can help you figure out if your next big purchase makes sense right now. If the timing isn't right, I'll help you create a plan that works best for you.

'It really comes down to balancing today versus tomorrow,' expert says. Read more

Do you know the best way to teach your kids real money skills? Show them! Get them involved in the regular family financ...
08/29/2022

Do you know the best way to teach your kids real money skills? Show them! Get them involved in the regular family finances. For example, pay off a credit card bill with them and explain how interest charges work. The more you involve them, the more prepared they will be later on in life.

As September looms, school starts up again for kids and young adults. These financial tips will take back to school and

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Ottawa, ON

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