Pamela Smith - Advisor, Sun Life

07/05/2024

The tax-free First Home Savings Account (FHSA) is a registered investment account that lets Canadian residents to contribute up to $40,000 (with an annual contribution limit of $8,000) to buy their first home in Canada. Looking to start saving up for your first home today? Let's connect.

07/02/2024

Can you believe we’re already halfway through 2024? If you’re a business owner, try these 3 things to stay on top of your goals:

1. Create or assess your business plan.
2. Assess your monthly budget.
3. Adjust your financial goals.

If you need help, I’m only a call away.

06/28/2024

Did you know? The best time to plan for the unexpected is when you’re healthy. If you wait until you need it, your options can become more limited. If you’re ready to explore insurance options that will help you find peace of mind, give me a call!

06/27/2024

If you’ve been contributing to a First Home Savings Account (FHSA) but don’t end up buying a house, you have options. Reach out to me to discuss how you can access these funds.

The purpose of the FHSA is to enable you to buy your first home. But what happens if you don’t?

06/21/2024

I can help you set, maintain and change an asset allocation strategy based on your risk tolerance, time horizon, and financial goals. Contact me to discuss your questions and concerns.

Simply put, asset allocation is a strategy that involves selecting a mix of investments appropriate to your risk tolerance, time horizon, and financial goals.

06/18/2024

Protecting your business from uncertainty can give you peace of mind. Reach out to me to get started.

06/14/2024

From time outside to getting your body moving, gardening has many benefits. Find out the 8 reasons why gardening is a great hobby in this article: https://bit.ly/4b9n9Yd

06/13/2024

Thinking about travel? Check out this article to discover your accommodation personality and learn about online options that can help you save cash.

Looking to make the most of your vacation budget? Uncover your accommodation personality and explore these online options to maximize your savings.

06/07/2024

The best financial strategies are flexible. With accounts spread across multiple platforms, this flexibility may be greatly reduced. As an advisor, I can help you create a simplified portfolio. Contact me to get started.

06/04/2024

If you’re a small business owner, it’s time for a mid-year business review! Let’s get started:

1. Review your business plan
2. Evaluate your income statement
3. Review your cash flow
4. Audit your budget