Sarah Mundell - Advisor, Sun Life

12/31/2025

🌟 Thank you 🙏

After 8+ beautiful years, I have decided to pursue a new opportunity and say goodbye to my role as an advisor at Sun Life. I am saying farewell with such gratitude and appreciation for my clients, and the wonderful relationships and memories I have made over the years. I have met with your new advisor to support a transition that will bring you all a wealth of knowledge and expertise for your future goals.

11/23/2025

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.

11/22/2025

It’s Movember!

November isn't just about growing mustaches — it's about growing awareness around men's health.

Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor — book your upcoming appointment now.

November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.

11/01/2025

Boo! 👻

This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.

10/23/2025

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.

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!

10/22/2025

Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

10/21/2025

Celebrating Small Business Week: October 19-25 🛒💼🖥️

Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.

That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees

Let's connect during to discuss how we can help your business thrive. 🌱

10/20/2025

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.

10/20/2025

Wishing you a bright and prosperous Diwali!

As the festival of lights illuminates homes and hearts, warmest wishes are extended to you and your loved ones this Diwali.

May this occasion bring you joy that sparkles, success that shines, health that glows and prosperity that blooms.

10/20/2025

Register today - https://bit.ly/471Ztqf

Join us at Women in Wealth
The Vancouver Club
915 W Hastings St., Vancouver
November 4, 2025, 5:30 pm – 7:30 pm

Find out how Sun Life empowers and supports women advisors.

10/18/2025

For a limited time, take advantage of the Term and CII special offer and you could save up to hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.

Wondering if term life insurance is a good fit for you?
Take a look at this article to learn:
• how term life insurance works
• ways to minimize rate increases over time
• how this compares with workplace insurance options

https://bit.ly/47ak8qM

Reach out to learn more about your life insurance options and make an informed decision to protect what matters most.
*Terms and conditions apply.

You have financial obligations like a mortgage or a family. You know you need life insurance protection. But the price might look a bit high for your budget. Is there a way to get affordable life insurance protection for a set period of time? Term life insurance may be just what you’re looking for...