Shenesha Williams - Advisor, Sun Life

01/24/2025

Do you have a registered disability savings plan? Sun Life offers solutions that can work alongside government programs to enhance your long-term financial well-being. Let's work together to build a brighter financial future. 🤝💼

Contact me to discuss how we can integrate health and insurance solutions with your savings strategy.

01/23/2025

🏡 It's a good time to reevaluate your life insurance! Convert your term policy to longer coverage or permanent protection by March 31 and save up to 25%.

Certain terms and conditions may apply. Contact me for more information.

01/20/2025

冬季是回顾和规划的最佳时机。如果您或您认识的人符合残障税务抵免（Disability Tax Credit，DTC）的资格，现在正是行动的良机！⏰
DTC不仅能减少税收，还能让您享受其他福利，如注册残障储蓄计划（RDSP）。
让我们一起来看看DTC如何照亮您的财务未来。欢迎访问我的网站进行预约咨询，我们将为您制定一份切实可行的财务规划。

01/17/2025

Winter is here, but your finances can still bloom! 🌱💰 Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Connect with me to explore Sun Life's diverse wealth solutions tailored to your needs.

01/14/2025

💰 Want to keep more money in your business? Let's talk about smart tax strategies using capital dividend accounts. I'll help you understand how to make your business more tax-efficient. 📊

Ready to save? Visit my website to set up a time to chat!

01/10/2025

❄️As we embrace the winter season, don't let your health take a backseat. I’m here to help you stay healthy and worry-free this winter. Sun Life's comprehensive health insurance plans can help you stay protected against unexpected medical costs. Let's chat about a plan that fits your life. 💬 Contact me to learn how we can tailor a plan to your health needs.

01/09/2025

The new year is a great time to give your child a head start on their financial future. Learn how to set up a Registered Education Savings Plan (RESP) and start saving for their education today. 📚💰

Visit my website to set up time to create a financial roadmap for your family.

01/03/2025

New Year's resolution: grow your savings! 🎉

Whether it's maximizing your TFSA or optimizing your RRSP, I'm here to help you achieve your 2025 wealth goals. Book a consultation on my website. We can create your personalized financial roadmap together.

01/01/2025

Hard-working business owners, it's time to prioritize your work-life balance in 2025! 🚀💼 You've put in the effort all year – now let's ensure your success doesn't come at the cost of your well-being. I'm here to help you plan for a prosperous AND balanced new year. Ready for a fresh start? Let's connect and make 2025 your best year yet! 💪🌟

12/27/2024

It's time to think about your New Year resolutions! Did you know staying active can help you save money? Read this article to see how exercise can benefit both your physical and financial health. https://www.sunlife.ca/en/insurance/life/sedentary-lifestyle-how-to-get-moving-and-save-money/

12/27/2024

Feeling the financial pinch after the holidays? Here are some tips to ease the stress: Cut back on non-essential spending Temporarily adjust your savings contributions Consider a TFSA withdrawal if necessary For more money-saving strategies, check out this article.

If money’s tight and your financial stress is high, you have a few options to help. Talk to a Sun Life advisor about what’s best for you and visit sunlife.ca to find out more.

12/23/2024

在RRSP还是TFSA储蓄较好？我可以帮您分析决定。

加拿大人们在问：本年度的 RRSP 限额是多少？ 简答：不超过去年收入的 18% 及每年的最高限额，先到为 准。