Josh Donohoe - Advisor, Sun Life

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Josh Donohoe - Advisor, Sun Life My goal is to ensure that you retire debt free, able to enjoy retirement while protecting you and your family’s finances along the way.

I started Breathe Easy Financial in 2016 to provide an advisory experience that focuses on helping people manage their financial circumstance today to prepare for their future. As the father of two children living with cystic fibrosis, I understand life isn’t always predictable. I believe the value of financial planning is through educating clients on managing risk, minimizing taxes, and building savings. I was raised in Dartmouth Nova Scotia with a large extended family. The strength of family and my belief in the need to take control of your financial circumstances motivates me to build personal financial strategies for my clients and help people “Breathe Easy” knowing they have financial certainty. I moved to Ontario to build a life with my wife Courtney. I enjoy coaching hockey and raising funds for Cystic Fibrosis Canada through our “angELs” team. Our team participates in the annual “Walk to Maker Cystic Fibrosis History” and are proud to be a top ten fundraising team.

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financia...
10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4hAGzvQ

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Tak...
10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/3UmkRml

Business owners spend years building a successful company, but many give less thought to what happens when they're ready...
10/06/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://bit.ly/4i1HDsJ

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that mat...
10/02/2026

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

Building financial confidence doesn't always require dramatic changes. Sometimes it's as simple as automating savings, r...
10/01/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/4yuCb7A

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals. A busi...
09/29/2026

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://bit.ly/4dfGc7o

Investments are one part of a broader financial strategy. They're tools that can help support retirement, education fund...
09/25/2026

Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help k...
09/24/2026

Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.

Book a retirement roadmap session, and let's see where you stand.

If you could improve just one area of your business before the end of the year, what would it be? 💬 Cash flow 💬 Tax plan...
09/22/2026

If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://bit.ly/4xAZknp

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing fami...
09/18/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/4rn3L43

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Toronto, ON
M9B5M8

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