Kyli Haugland-Advisor, Sun Life

05/24/2023

I am happy to be able to be a sponsor for the Peachland Riding Club this year! It is such an important club to the equine community in the Okanagan.

Thank you to Kyli for being a 2023 Sponsorship Partner!

Kyli Haugland is a fully licensed insurance and investment advisor with Sun Life Financial. She is able to offer Life Insurance, Critical Illness Insurance, Disability Insurance, Personal Health Plans, Employee Benefits and more. As well as Mutual Fund and Guaranteed investing inside of TFSAs, RRSPS, RESPS etc. Being a barrel racer and horse person herself, she understands the unique needs for the equine lifestyle and won't ever ask you to sell your horse!

10/26/2022

I had the cutest client stop by today to review her finances and insurance portfolio! 😉

With Fall finally making an appearance, it is a great time to review. Budgets, insurance coverages and investments!

Consultations are always free, so let me know if you want to chat. First and foremost I like to educate, so I am always happy to share my knowledge.

In person or Zoom meetings available! If you come to my office though, you may just get to meet Miss Rem 😍

10/14/2022

How exciting!

Since I was the 2021 Developing Advisor of the Year with the Greater Okanagan Sun Life District, I was chosen to have an article published on Castanet about, "my why"! If you want to check it out there is a link below.

And of course, if you want to chat about all things insurance (life, critical illness, disability etc), investing or retirement planning, reach out! I would be happy to share my knowledge and how I can help you. I promise I won't ask you to sell your horse 😉

Kyli Haugland, a Sun Life advisor from the Okanagan, has several passions, with her horses and barrel racing being at the forefront. But running a close second is her passion for educating others on the benefits of budgeting and planning.

03/13/2022

I am very honoured to have been the recipient of the “Developing Advisor of The Year” award for the second time. I won it my very first year as an Advisor and again this year, which is my last year as a Developing Advisor with Sun Life (Advisors who are 4 years or under with the company).

My career can be heart breaking, challenging and anxiety inducing at times but it is also extremely rewarding and so very important. There is nothing like helping someone invest for the first time and save towards a big goal or helping people sleep better at night because themselves and their loved ones are financially protected. Thank you to all my friends, family members, managers, colleagues and clients who have supported me over these last 4 years.

02/25/2022

Ever wondered what your personal net worth is!?

Here is how you can find out!

Here are five tips to help you see what you're worth — and boost it

02/24/2022

Do you know what insurability is!?

It is the #1 most important factor in purchasing insurance.

Reach out and let's chat about why your insurability is one of the most important things you possess. If you don't have insurability, don't fret! I'm also well versed in hard to insure clients.

02/21/2022

The million dollar question! How much does it take to retire!?

Here's a great article, but if you want to dig deeper for your situation, reach out!

How much money will you need to retire? The answer depends on how you answer 10 questions.

02/19/2022

Have you heard of Critical Illness insurance!?

What if I told you you could purchase the insurance and if you never get sick and use it, you could get alllll your money back!? 😲

curious? Reach out!

02/16/2022

Are you using one of these 5 excuses!?

Putting off meeting with an advisor because you're afraid it’s not right for you? Let’s ease those fears, one excuse at a time.

02/14/2022

💛 Happy Valentine's Day 💜

02/11/2022

If you want to put together a real plan, let's chat! 💛