Robert Gerard Titco - Financial security advisor, Sun Life

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If you could improve just one area of your business before the end of the year, what would it be? 💬 Cash flow 💬 Tax plan...
09/25/2026

If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://bit.ly/3VywZ3P

Join us on Tuesday, October 6, 2026 for the Women in Wealth Networking Event in Saskatoon. Created for wealth advisors, ...
09/24/2026

Join us on Tuesday, October 6, 2026 for the Women in Wealth Networking Event in Saskatoon.

Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.

Event Details
• Date: Tuesday, October 6, 2026
• Time: 11:30 AM – 2:00 PM
• Location: The Venue at McLean Block (265 3 Ave S, Saskatoon, SK S7K 1M3)

Space is limited. Register to reserve your spot:
https://bit.ly/4yfCu6f

Business owners spend years building a successful company, but many give less thought to what happens when they're ready...
09/23/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://bit.ly/4jk1hRG

As the season changes, it’s a natural time to pause, reflect and adjust your plans. 🍂🍎 Small check-ins now can help you ...
09/21/2026

As the season changes, it’s a natural time to pause, reflect and adjust your plans. 🍂🍎 Small check-ins now can help you feel more prepared for the months ahead. If it’s been a while, let’s revisit your personal financial roadmap this season.

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial ...
09/20/2026

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.

What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing fami...
09/19/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/46x4Psw

Labour Day is a chance to recognize the dedication that drives our communities forward. Wishing you a well-deserved brea...
08/29/2026

Labour Day is a chance to recognize the dedication that drives our communities forward.

Wishing you a well-deserved break and time to recharge for what’s ahead.

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people w...
08/28/2026

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you. ❤️🛡️👨‍👩‍👧‍👦

Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs.

Life changes — and your protection should keep up. Diverse coverage options and the right strategy can help provide fina...
08/27/2026

Life changes — and your protection should keep up. Diverse coverage options and the right strategy can help provide financial security today while supporting your long-term goals. Connect with me to review your coverage and make sure it fits with your life plans. ❤️🔒

https://bit.ly/4wNwjEH

Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 k...
07/31/2026

Worried about the markets but unsure what to do next? The right questions can help make all the difference. Here are 4 key questions to ask before making investment decisions. https://bit.ly/4yS0Sv4

Then get in touch to talk! https://bit.ly/3TzK8c0

Address

333 Preston Street, Suite 700
Ottawa, ON
K1S5N4

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+15145318880

Website

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