Edward Song - Financial Planner, Sun Life

11/03/2026

Money conversations can shape our decisions, build confidence, and help us navigate life's challenges and opportunities.

Think about a time when talking about money made a difference. Then tell your story. Share it as a video, a social media post, a photo and caption, a blog post, an article, or any other format that feels right for you.

Wherever you choose to share, use and to help inspire Canadians to start their own conversations about money.

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11/03/2026

As a business owner, there’s a lot to think about when it comes to your long-term success.

Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?

Fall is a great time to set goals for the future. Get in touch to start the conversation. https://bit.ly/3Wm3IKi

11/02/2026

The 2026 “Talk Money” campaign encourages Canadians to have purposeful conversations about money and the financial moments that influence their confidence and well-being. ​

Throughout November, FLM 2026 sparks conversations about relatable and timely financial topics that help Canadians save, plan, and protect their money. Whether you are building an emergency fund, managing debt, planning for future goals, weighing important financial choices, or protecting yourself from fraud, FLM offers practical tools, resources, and opportunities to support more informed financial decisions and greater financial confidence.

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10/23/2026

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://bit.ly/4zGwFic

Do you live paycheque to paycheque? No money left over for savings? It’s probably time to make a budget.

10/20/2026

Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.

Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.

Want to build a stronger foundation for your future. Reach out today.

10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/4iaP3tD

10/06/2026

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/4hxjCJT

09/25/2026

Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

09/22/2026

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/3TcvEPz

09/11/2026

Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.

Have questions about your investment strategy?

Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://bit.ly/4hniDMc