Ben Oakes - Advisor, Sun Life

Ben Oakes - Advisor, Sun Life 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.

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepr...
06/02/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% f...
05/29/2026

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.

Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!

🔒 Myth: Money in a segregated fund is locked in. Your money can be accessed at any time; however, withdrawals will imp...
05/28/2026

🔒 Myth: Money in a segregated fund is locked in.

Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.

Get in touch to discuss whether a segregated fund is the right choice for your investments!

You're building your future – let's help make sure it's protected. Whether you're planning for your growing family or t...
05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a pe...
05/26/2026

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!

Dreaming of owning your first home? You might not know all the tools available to help you get there. From RRSP Home Bu...
05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

🔄 Myth buster: Segregated funds ≠ mutual funds.While both pool investor money for professional management, segregated fu...
05/21/2026

🔄 Myth buster: Segregated funds ≠ mutual funds.

While both pool investor money for professional management, segregated funds offer unique advantages.

Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits

Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits

Different tools for different goals. Which is right for you? Reach out and let’s discuss it.

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see mor...
05/18/2026

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort.

Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helpi...
05/15/2026

Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helping you focus on recovery instead of financial stress. Whether you're supporting a loved one or managing personal expenses, having protection in place is invaluable. Let's talk! https://bit.ly/4nH4POb

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with...
05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/3REvLlA

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Renfrew, ON
K7V1P7

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