Chad Richardson - Advisor, Sun Life

06/02/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/4vm9OGA

05/31/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.

https://bit.ly/4ef60Be

05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

05/18/2026

Our office will be closed Monday, May 18th in celebration of Victoria Day. Have a great long weekend!

05/15/2026

05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/48Z3tZ3

05/12/2026

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort.

05/10/2026

Happy Mother's Day to the incredible women who give so much! 👩‍👧‍👦💕

Whether you're a mom, stepmom, grandmother, mentor or mother figure, today we celebrate YOU and everything you do.

05/03/2026

Help secure your little one's future today. Sun CII for kids locks in lower premiums and guarantees coverage as they grow. Plus, get 50% of their first year's premiums back! Offer ends July 31.

04/30/2026

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://bit.ly/4mXUcWQ