Cathy Mott CHS - Advisor, Sun Life

07/02/2024

11/09/2022

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.

12/03/2021

https://www.moneysense.ca/save/taxes/tax-brackets-in-canada-for-2021/

To help you prepare for tax season, our charts break down the different tax brackets in Canada based on your annual income.

12/01/2021

Prices continue to soar both here and in the U.S. Warren Buffet suggests these eight tips to help lessen the impact on your wallet. .

As prices soar, here's how to lessen the impact on your wallet

11/29/2021

Inflation in October rose even higher, to 4.7% from 4.4% the previous month. Driving much of the increase was gasoline prices. There is of course the bump in food prices, like in meat, and rising housing costs. How has the increase in prices impacted your monthly budget?

Statistics Canada says the annual pace of inflation in October rose to 4.7 per cent as the consumer price index posted its largest year-over-year gain since February 2003.

11/26/2021

The 2022 TFSA contribution limit has been announced!

You will be able to add another $6,000, matching the amount of 2019 to 2021.

Find out how much clients can contribute

11/18/2021

https://www.bnnbloomberg.ca/resp-could-be-a-child-s-lifeline-to-a-decent-education-as-costs-climb-1.1498914

Personal finance columnist Dale Jackson looks at the basics of RESPs as the new school year gets underway.

11/16/2021

An RESP is a powerful way to save for your child's or grandchild's post-secondary education.

Contact me today.

A registered education savings plan (RESP) from Sun Life Financial is a powerful way to save for a child’s post-secondary education.

11/12/2021

The best time to plan for the unexpected is when you’re healthy. While your provincial health care may cover your treatment, you’ll likely have additional expenses. Where will that money come from? Your savings? Your credit card? Or will you borrow against your home? Instead, have the peace of mind of critical illness insurance.

Want to know if it’s worth it? Find out more here or contact me with any additional questions. I’m here to help.

Recovering from a serious illness can be expensive. But is critical illness insurance worth it? Find out.

11/03/2021

Lets work together on your financial plan!

The right plan can help guide you through your financial journey. Find out how you can meet your goals and needs today and in the future.

10/31/2021

Have spook-tackler day!
Stay Safe!!!

10/29/2021

Many of the world’s major equity markets made gains recently. But do COVID-19 variants and vaccinations continue to have a major impact? Here’s Sun Life’s view of the global economy and financial markets in the third quarter of 2021.

Many of the world’s major equity markets made gains recently. But do COVID-19 variants and vaccinations continue to have a major impact? Here’s our view of the global economy and financial markets in the third quarter of 2021.