Rebecca McGrath - Sun Life Finanical Planner

07/04/2023

Business owners face a lot of unprecedented challenges in today's economy. Let's talk about ways I can help you create a plan to navigate those - and feel confident about the future of your business.

06/30/2023

Simply put, getting a critical illness can be very expensive. Critical illness insurance can help you pay for any expenses due to an illness that’s covered in your policy. Let's chat about your options.

06/29/2023

Where does your money go? Use this monthly budget calculator to help you manage your spending and understand if you're falling short, breaking even or coming out ahead.

Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals. Try Sun Life’s budget calculator to help take control of your spending and start saving more. Visit sunlife.ca for more information.

06/27/2023

Do you think your retirement savings will outlive you? If you’re looking to pass on extra wealth in the most tax efficient and impactful way, let's set up some time to discuss your estate plan.

06/26/2023

Having all your assets within one plan has several benefits and can actually mean more for your bottom line. Let’s get started.

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

06/23/2023

Living pay cheque to pay cheque? Let’s set up some time to take a look at your budget. I can help.

06/22/2023

Did you know that men are more confident in their retirement plan than women? According to a recent survey, 52 per cent of women are confident about retiring at their target age compared to 68 per cent of men. If you’re worried about your retirement plan, I can help. *BMO, 2023

06/20/2023

In business, sometimes you need to spend money to make money. Let’s set up some time to discuss your financial goals and strategies that can help you get there.