Debbie Patton - Advisor, Sun Life

Debbie Patton - Advisor, Sun Life Making good decisions is the key to achieving lifetime financial security and I’ll help you along 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.

You've probably heard that a recession may be in our near future. But do you know what that actually means and how it mi...
11/10/2022

You've probably heard that a recession may be in our near future. But do you know what that actually means and how it might affect you and your family? This article explains the details. Worried about the possible impact of a recession on your savings? Let's talk.

Understand what a recession is, how it affects the Canadian economy and your personal finances - and what you can to prepare. Visit sulife.ca to learn more.

Deciding on renovating vs. moving is a tough decision. Each choice involves careful consideration. This article explains...
11/09/2022

Deciding on renovating vs. moving is a tough decision. Each choice involves careful consideration. This article explains what you need to think about before making a decision. Do you need help saving for a new house or renovations? I can help.

Should you stay or should you go? Visit sunlife.ca to help you decide if it’s best to renovate your house or move.

It’s that time of year again! Raking leaves will soon become shoveling snow. This year, avoid back pain with these eight...
10/21/2022

It’s that time of year again! Raking leaves will soon become shoveling snow. This year, avoid back pain with these eight tips. https://bit.ly/10healthLH1

With fall in full swing and the holidays coming up, you may be thinking about your budget. Use this monthly budget calcu...
10/20/2022

With fall in full swing and the holidays coming up, you may be thinking about your budget. Use this monthly budget calculator to help you manage your spending. Reach out to me to review your budget and find ways to make your money go further.

Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals. Try Sun Life’s budget calculator to help take control of your spending and start saving more. Visit sunlife.ca for more information.

Prices vary when it comes to having a child. But no matter what, there are still many expenses every future parent shoul...
10/10/2022

Prices vary when it comes to having a child. But no matter what, there are still many expenses every future parent should prepare to absorb. This podcast discusses the details.

Julien and Kiersten Saunders share the pre- and post-baby costs you need to factor into your family-planning budget, what products and maternity items you can skip buying, and their No. 1 tip when it comes to spending.

Life insurance can be somewhat complex. That's why deciding on life insurance during retirement is a unique decision for...
10/10/2022

Life insurance can be somewhat complex. That's why deciding on life insurance during retirement is a unique decision for everyone. Let's set up some time to discuss your retirement plan and determine if life insurance makes sense for you.

Do retired people need to keep their life insurance, or even buy more? Visit sunlife.ca to find out why the answer could be “yes.”

It’s easy to overdo it on the Halloween candy, but it’s possible to make healthier choices. This article gives you seven...
10/07/2022

It’s easy to overdo it on the Halloween candy, but it’s possible to make healthier choices. This article gives you seven tricks on how to make strategic choices this Halloween season.

It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on staying healthy this holiday.

10/06/2022

Are you anxious about sky-high inflation? That’s understandable. However, you can save money here and there with these creative solutions. Reach out to me to discuss your unique situation. Learn more here: https://bit.ly/10wealth4

Taking on a executor role is something many people feel is their duty, especially since it's usually for a parent or fam...
09/28/2022

Taking on a executor role is something many people feel is their duty, especially since it's usually for a parent or family member. Before you accept this responsibility, make sure you know what you're getting into. It can become a complicated, time-consuming and expensive process. This article highlights what you can expect.

If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.

Anyone with kids will agree that life is short and time flies! That's why it's important to start saving for your childr...
09/26/2022

Anyone with kids will agree that life is short and time flies! That's why it's important to start saving for your children's education early. Need help getting started? I'm here to guide you through the process.

If you start too late, investing in RESPs is probably not the best choice

Have your retirement plans changed due to the current economic climate? I can help you reassess your plan. Contact me to...
09/26/2022

Have your retirement plans changed due to the current economic climate? I can help you reassess your plan. Contact me to set up an appointment.

Canada drops out of ranking of top 10 best places for retirement security

Address

Wasaga Beach, ON

Opening Hours

Monday 9:30am - 4:30pm
Tuesday 9:30am - 4:30pm
Wednesday 9:30am - 4:30pm
Thursday 9:30am - 4:30pm
Friday 9:30am - 12:30pm
5pm - 5:30pm

Telephone

+15193766850

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