Andrew Dorn - Advisor, Sun Life

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Andrew Dorn - Advisor, Sun Life

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11/26/2025

May your holiday season overflow with laughter, kindness and memorable moments.

11/20/2025

L’automne est arrivé et le paysage change. Peut-être est-ce le moment de changer votre stratégie fiscale?

Voici une série de mesures à envisager :
-Cristalliser les pertes fiscales pour compenser les gains 📉
-Maximiser les cotisations à votre CELI 💰
-Revoir votre stratégie de dons de bienfaisance 🎁
-Explorer des possibilités de fractionnement du revenu 👥
-Penser aux prêts à taux prescrit pour les membres de votre famille 💸

Ne laissez rien hasard quand il s’agit de votre argent durement gagné. Parlons de vous créer une stratégie personnalisée d’optimisation fiscale de fin d’année qui concorde avec vos objectifs actuels. Les petits gestes peuvent avoir une grande incidence sur votre avenir financier. Communiquez avec moi dès aujourd’hui.

11/19/2025

As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat!

11/06/2025

Did you know that 1 in 3 Canadians are living with diabetes or prediabetes?

That’s why Sun Life offers specialized life insurance options designed for individuals with type 1 or type 2 diabetes.

Want to learn more? Let's connect to discuss your insurance needs and how Sun Life solutions can support your health journey.

You can also learn more about Sun Life Term Insurance for Diabetes here: https://bit.ly/3XcWx47

11/05/2025

It's Financial Literacy Month.

Sharpen your money skills by:
1. Budgeting like a boss
2. Saving smart (TFSA, anyone?)
3. Tackling debt
4. Starting retirement planning now

Small steps today = big gains tomorrow. Get in touch about how you can fine tune your money matters.

11/04/2025

Did you know 1 in 3 Canadians lives with diabetes or prediabetes?

That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.

10/23/2025

To all the dedicated small business owners: Your passion and resilience drive our communities. We salute your spirit and hard work in turning your dreams into reality.

Your success is our success. Let's build a brighter future together!

Sun Life supports you with:
-Customized financial solutions
-Protection advice
-Resources for growth

10/22/2025

🎉 It's Small Business Week 2025! 🚀

To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.

This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!

10/21/2025

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/4qkXQLP.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

10/17/2025

Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

10/16/2025

Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.

From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.

Address

80 King Street
Saint Catharines, ON

Website

https://advisor.sunlife.ca/andrew.dorn/

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