Alissa Angel, RIS, CHS - Adivsor, Sun Life

Alissa Angel, RIS, CHS - Adivsor, Sun Life Alissa brings 25 years of experience in financial services, with deep roots in the Owen Sound–Bruce County area where she was born and raised.

She holds both the RIS and CHS designations, reflecting her expertise in holistic planning solutions. 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.

Many women overestimate the cost of life insurance, even though they often pay less than men for the same coverage. Let’...
03/05/2026

Many women overestimate the cost of life insurance, even though they often pay less than men for the same coverage. Let’s talk about what this means for your financial plan.

02/05/2026

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09/14/2025

Depending on the type of investment held in your TFSA, you can generally withdraw any amount from the TFSA at any time. I can help you see how it works for you.

Video transcript: Canadians like you asked: Is there a limit to how much I can take out of my TFSA? Short answer. No! You can withdraw any amount from your TFSA.

09/07/2025

See what you can contribute to your RRSP and when. I’m here to help if you need it.

Video transcript: Canadians like you asked: How much RRSP contribution room do I have? Short answer? The amount is on the Notice of Assessment you get each year after filing your tax return. You can also ask the CRA.

The world of money can be complicated, financial decisions can become high-stakes, and you don't have to go it alone.
09/04/2025

The world of money can be complicated, financial decisions can become high-stakes, and you don't have to go it alone.

Typically, your financial journey starts by reading personal finance blogs, watching social media influencers, or talking to friends about the stock market. While getting started might be filled with excitement long-term financial success comes with emotional decisions. Investment success can be is....

Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start t...
09/02/2025

Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.

When it comes to your finances, you don’t have to go it alone. I can help you stop spinning. Let’s talk about your perso...
08/27/2025

When it comes to your finances, you don’t have to go it alone. I can help you stop spinning. Let’s talk about your personalized plan. It’s time to partner right.

08/24/2025

Even before your child arrives, you start dreaming of their future. Take the next step to secure a brighter future for your family. We can help you build a plan that protects your family from the unexpected. Let’s connect today.

Video transcript: Even before your child arrives, you start dreaming of their future. With so many steps ahead of them...you’ll do anything to help them succeed. Even though, you know there’ll be obstacles along the way. What can you do now to support them? Build a solid foundation for your family and future generations... Make sure your loved ones are financially secure in case you pass away unexpectedly. Get your child's life insurance while they're young, and potentially save them thousands over their lifetime. Help your family focus on health, not finances, if someone becomes seriously ill. Take the next step to secure a brighter future for your family. Speak to your advisor today.

📢 TFSA alert: The 2025 contribution limit is $7,000!  💰 Maximize your tax-free savings. Whether you're saving for a big ...
08/21/2025

📢 TFSA alert: The 2025 contribution limit is $7,000!

💰 Maximize your tax-free savings. Whether you're saving for a big purchase or building your nest egg, TFSAs offer flexibility and tax advantages.

Questions? Let's chat about your financial goals!

🧮💰 Are you saving enough in your RRSP? This RRSP calculator can help you find out. https://bit.ly/4mxUanB Connect with m...
08/19/2025

🧮💰 Are you saving enough in your RRSP? This RRSP calculator can help you find out. https://bit.ly/4mxUanB

Connect with me if you need help using it or understanding the results. I can walk you through it.

Your insurance needs are unique at every life stage. Consider layering insurance policies to benefit from more flexible ...
08/17/2025

Your insurance needs are unique at every life stage.

Consider layering insurance policies to benefit from more flexible coverage.

Check out our article to learn more and see if it would suit you.

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

08/14/2025

Reduce your tax bill and build financial security for years to come. Take a proactive and strategic approach to your tax planning and wealth management with these 5 tax tips: https://bit.ly/4loWufr



Watch your money grow with these 5 tax tips.

Address

1100 16th Avenue East, Unit 1
Owen Sound, ON
N4K0G4

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