Oksana Kudlak Associate Advisor Sun Life

09/09/2026

🚨 Business owners — this one is for you!
You don't need a huge company to offer your employees a workplace savings plan.
You don't necessarily need a complicated setup either.

Sun Life Essentials™️ was designed specifically for small and medium-sized businesses:
💰 RRSP
💰 TFSA
📱 Digital access
⚡ Quick setup
🧾 Minimal administration
🚫 No minimum contributions
👥 Starting with as few as 2 employees

And if you want more flexibility, Sun Life Essentials Plus™️ can offer additional investment choices and the option to include a DPSP.

If you're a business owner and want to see how it works, DM me “ESSENTIALS” and I'll be happy to explain.

09/07/2026

🏡Dreaming about your first home but not sure where to start? Mortgage, financing, insurance, down payment, closing costs… there’s a lot to figure out.

🙌Join us for “First Home Buyer Roadmap: From Dream to Keys” and get practical guidance from a Mortgage Agent, Real Estate Agent, and Financial Advisor—all in one evening.

📅 September 17 | 6:30 PM
📍 RE/MAX Office, 7646 Yonge Street, Thornhill

✨ Come with your questions. Leave with a clearer roadmap.

Spots are limited — reserve yours today!
👉 REGISTER HERE or DM

https://forms.gle/W6v95RSb6bJ7nvcz9

09/04/2026

Back-to-school season is a time for updated routines, new goals and fresh momentum. 🎒📚🍎

It’s also a great reminder to think ahead — whether that’s education savings, protection or building a strategy that supports your family as things evolve. If it’s been a while, let’s reconnect and make sure you’re set for the year ahead.

https://bit.ly/465STO4

09/01/2026

09/01/2026

✅The right plan can turn uncertainty into confidence and today's decisions into tomorrow's security.
Let’s talk about what your future could look like! 🙌

08/25/2026

Back-to-school season is more than new routines — it’s a chance to reset and plan ahead. 📚🎒✏️

From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://bit.ly/4wPTfDr

08/18/2026

Thought saving for a home was impossible?

Think again. The FHSA (First Home Savings Account) help makes it actually doable.
• Save faster with tax deductions
• Watch it grow tax-free
• Withdraw tax-free when ready

Are you using an FHSA? Share your story!

08/14/2026

✨Yesterday, I had the pleasure 🙌 of attending the Summer Soirée at Chartwell Retirement Residences Oak Ridges a wonderful evening where networking, music, community and giving back came together so beautifully.

Events like this remind us that a strong community is built not only through professional connections, but through people coming together with a shared purpose.

A special thank you to Mary Minielli and Ingrid Taheri 💜for organizing such a meaningful and inspiring evening, and to everyone who contributed their time, energy and passion to making it possible.

This is what community involvement looks like connection with purpose. 🌿✨

08/11/2026

Economic headlines can feel overwhelming, especially here in the GTA, where housing costs, everyday expenses and employment concerns can directly affect our financial decisions.
🔺Economic uncertainty? Focus on what you CAN control - you can strengthen your financial position!!

🟢A few steps worth considering:

▫️Review your budget or create a financial plan
▫️Build an emergency fund
▫️Review your debt
▫️Make sure your insurance coverage still fits
▫️Stay invested with a plan — avoid emotional decisions
▫️Review your retirement strategy
▫️Don't overlook professional advice.

🙌Grow when the opportunity is right! Protect when uncertainty calls for caution!

⚠️ That's where a good financial strategy matters.

08/04/2026

Your employees are one of your greatest investments!🙌
Offering a Group Benefits Plan doesn't have to be complicated or expensive.

Whether you have 3 employees or 50, I can help you find a plan that's tailored to your business, your budget, and your team's needs.
🔸Health & Dental
🔸Vision Care
🔸Life & Disability Insurance
🔸Flexible options for small businesses

Let's explore the possibilities with a complimentary consultation.
📩 Send me a message to learn more.