Alyssa Wiens - Financial Planner, Sun Life

Alyssa Wiens - Financial Planner, Sun Life I take a highly personalized, holistic approach to managing my clients finances. I am a Sun Life Advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP ...
12/05/2025

Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:

• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being

Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts

Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!

During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial we...
12/04/2025

During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses

Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://bit.ly/4ozghKw

12/02/2025

🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save...
11/28/2025

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️ Let's chat about making y...
11/27/2025

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

Tax season is right around the corner. ✅ Gather all income documents (T4s, T5s, etc.) ✅ Collect receipts for deductible...
11/22/2025

Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.

Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the...
11/21/2025

Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats. Here are some...
11/18/2025

With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

🍁 November is Diabetes Awareness Month Did you know? If you're living with diabetes, you may qualify for the Disability ...
11/14/2025

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://bit.ly/47YY7vF

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

11/13/2025

Is your wallet feeling more 'oh no' than 'ho ho ho' this season?

Don't let holiday spending get you down, sleigh your budget with these tips:
-Make a list, check it twice (budgets are nice!)
-DIY gifts = extra merry & bright
-Shop sales (or regift) like a frugal elf would

You can also use your TFSA for short-term saving. It's like a magic sack for your holiday cash. Remember, the best gift is time together. Create memories, not debt this holiday season! 🏡❤️

Want to chat about keeping your finances festive all year round? Reach out before 2025 gets away.

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial ...
11/07/2025

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://bit.ly/47vw3kv

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in you...
11/06/2025

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

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Vancouver, BC
V6J1W8

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Monday 9:30am - 6pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 4pm

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+16046836905

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