Jingwei Raina Sun - Financial Planner, Sun Life

06/05/2026

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!

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05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

05/08/2026

Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!

https://bit.ly/4trKQ7A

04/24/2026

Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://bit.ly/4vLpzrT

04/10/2026

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://bit.ly/4tDI7Iq

03/20/2026

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://bit.ly/3PljEc9

03/05/2026

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://bit.ly/4cBlgZ3

02/28/2026

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://bit.ly/4ufN0sy

02/27/2026

Planning your estate? Don't overlook your RRSP!

Designating a beneficiary for your RRSP is an important step to take.

Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.

Help protect your loved ones and your legacy. Let's discuss your options today.

02/24/2026

Make your tax refund work harder for you!

With your tax return money, you can:
- Build an emergency fund
- Contribute to an RRSP
- Tackle credit card debt
- Make an extra mortgage payment
- Contribute to an RESP

Check out this article and discover how you can maximize your tax refund.
https://bit.ly/4aBlkXi

Questions? Let's chat!

Wondering what you can do to make the most of your income tax refund? Imagine putting it to work to better your financial future. Here’s how.