Katie Caesar - Advisor, Sun Life

12/08/2022

10/19/2022

Canada's Most Powerful Women Announced!

Toronto, ON, Oct. 19, 2022 (GLOBE NEWSWIRE) — The 2022 Canada’s Most Powerful Women: Top 100 Award Winners list was released by Women’s Executive Network…

10/11/2022

There's many misconceptions about a TFSA and that it can only be invested certain ways - Not true!

Reach out with any questions.

05/26/2021

Simple Put: What is Long Term Care Insurance?

With this product no longer being available after June 14th 2021, message me today to discuss your options!

As you get older, your health may decline to the point where you can no longer take care of yourself. By helping cover the cost of care, long-term care insur...

05/26/2021

“Everyone has talent. What’s rare is the courage to follow it to the dark places where it leads. Every successful person has his story of climbing the mountain to reach the top.” – Usman Ahmed. What is yours?

03/25/2021

Clean up your household finances this spring by reviewing your spending and making sure you’re still on track. Contact me for a review!

03/04/2021

Did you know that you could spend as many years retired as you did working? That’s a long time to cover expenses and have money to pay for your retirement dreams. So what is something you can do right now to make saving for your retirement easier? If offered, participate in a workplace pension plan. It’s one of the greatest financial benefits in Canada.

Defined benefit, defined contribution, group registered retirement savings plan — the list goes on. Here’s what you need to know.

02/18/2021

I’m excited to share that Sun Life is among the 100 Most Sustainable Corporations in the World for the 12th year in a row. Over 8,000 organizations were ranked on several new key performance indicators (KPIs) as a result of the continuing climate crisis and social concerns raised by COVID-19 and Black Lives Matter. This acknowledgement demonstrates Sun Life's ongoing commitment to creating a sustainable future for Clients and communities.

Which companies earned a spot on Corporate Knights' index of the world's most sustainable corporations?

02/11/2021

As an advisor, I have a duty to make sure that Clients are properly positioned to achieve their financial goals. With proper knowledge, tools and planning we can get your finances back on track.

New report highlights challenges of household debt, everyday expenses, and insolvency confronting Canadians

02/08/2021

After a year of which many Canadian incomes were erratic, it’s important to understand which tax bracket you fall into. Why? This will help you estimate how much taxes you owe and help you save for any outstanding payments. Did you know that contributing to an RRSP will help reduce how much you’ll have to pay? Contact me today to learn more.

This guide breaks down the different tax brackets in Canada and the tax rates, and why knowing these numbers will help you be prepared for filing your income tax return.

02/04/2021

What are superfoods and their health benefits?
Rich in and nutrients, can help amp up your and increase your energy. Learn more about what superfoods are and which ones you can add to your grocery list here.

Rich in vitamins and nutrients, superfoods can help amp up your diet and increase your energy.

01/22/2021

It’s time to start thinking about your RRSP. The deadline to contribute for the 2020 tax year is March 1st. Get a head start with your and contact me today.