Neil Trahey - Advisor, Sun Life

04/23/2021

The first quarter of 2021 saw an increase in Canadian household debt-to-income ratio and a drop in unemployment. 40% of small business believe it will be another year before they return to profitability. What can expect this year for Canada and the rest of the world? Check out Sun Life's economic outlook here.

Is an economic recovery on the horizon? See how the first quarter of 2021 is showing positive signs for the future.

04/08/2021

New homeowners - If you’ve just purchased a home or are planning to buy soon, you’re probably weighing your options between mortgage insurance and life insurance. Owning a home will likely be your biggest asset. Protecting that asset in case something were to happen to you is an important step to ensuring your family and loved ones are taken care of. As a homeowner what are your options?

You can either:

- ensure you have mortgage protection with a life insurance policy from an insurance company, or
- get mortgage insurance from a bank or mortgage lender.

Want to know which option is right for you? Let’s sit down and discuss your future plan together.

Do you need mortgage insurance? Or would life insurance offer you mortgage protection and more? Learn about the difference between mortgage insurance and life insurance. Find out which one you need to protect your home and your family.

03/31/2021

Are you facing an unexpected retirement? If so, finding health insurance, cutting expenses, evaluating income sources and getting help is crucial. Working with an advisor like myself, can help make this transition as smooth as possible.

Retiring sooner than you expected? Find out how working with an advisor can help you make a smooth transition to retirement – whether you feel ready or not.

03/19/2021

Did you know? You can now view your statements through the my Sun Life mobile app! Check it out by downloading and signing into the app today! Sunlife.ca/mobile

03/12/2021

Simply put, a Registered Education Savings Plan (RESP) is a tax-sheltered plan that helps you save for a child’s post-secondary education. Find out how an can help you not only save but grow your faster.

What is an RESP? A Registered Education Savings Plan, or RESP, is savings account to help save for a child's education after high school. Talk with a Sun Life Financial advisor about building a savings plan that works for you and your family.

03/04/2021

Reasons for having a life insurance policy vary from person to person. It depends on your personal situation, needs and goals. As an advisor, it’s my job to take a look at your financial and lifestyle habits to help determine which type of insurance meets your needs. To discuss your options, reach out to me today to book a virtual appointment.

Deciding what to buy – term, permanent or universal life insurance – doesn’t have to be an either/or choice. You may need more than one type

02/26/2021

Q: What is permanent life insurance?

Simply put, permanent life insurance, also known as whole life, provides coverage for your entire life. Your premiums stay the same, regardless of changes in your health and your beneficiaries get a tax-free death benefit that they can use as they wish.

Want to learn more? Contact me today.

When you buy a permanent life insurance policy, both the premium and benefit are typically guaranteed for the rest of your life.

02/22/2021

Whether you’re doing your own taxes or seeking help from a professional, filing your 2020 tax return is going to be the most unusual and complicated to-date. From government subsidies and credits, unexpected fluctuations in employment income and a massive shift in working from home, everyone will have something new to confront in their filing this year.

Here's what you need to know!

Jamie Golombek: Almost everyone will have something new to confront in their filings this year

02/11/2021

It’s time to start thinking about your RRSP. The deadline to contribute for the 2020 tax year is March 1st! Contact me today.

01/29/2021

There are 5 common RRSP mistakes, but missing the contribution deadline can be one too. Here are some simple to help you avoid them.

We asked a certified financial planner to reveal the most common RRSP mistakes he sees – and to suggest simple tips to help steer clear of them.