Stepping Stone Financial Solutions Inc

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Stepping Stone Financial Solutions Inc My goal as a Financial Planner is to help clients. 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/3FevgFo . 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.

Discover proven methods to delay aging naturally. Learn science-backed strategies for maintaining youthful skin, energy,...
10/17/2026

Discover proven methods to delay aging naturally. Learn science-backed strategies for maintaining youthful skin, energy, and vitality at any age.

Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like ...
10/16/2026

Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.

Learn more: https://bit.ly/4zX7xUT

Sunlife can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

10/15/2026

Did you know permanent life insurance can help you protect the people you love?

Watch this short video to see how permanent life insurance works.

For informational purposes only.
Looking for personalized advice? Let’s chat! https://bit.ly/3VNDz6Q

Transcript: What is permanent life insurance? Simply put, all life insurance is designed to provide your loved ones with financial security when you die. One of the most common types of life insurance is called permanent life insurance. It’s called “permanent,” because it covers you for as long as you live. How does permanent life insurance work? It provides coverage for your entire life. With most permanent plans, your premiums (monthly or annual payments) remain the same, regardless of any changes to your health as you age. And, your beneficiaries will get a tax-free death benefit after you die. The death benefit refers to the amount of money your beneficiaries get when you die. You can name your family or anyone you want as your beneficiaries. Beneficiaries are the people or person you want to financially protect. The exact amount of money they get after you die depends on: how much life insurance coverage you buy, and the type of policy you have. They can then use that money as they wish. For example, they can use it to cover the cost of: debts, mortgage or rent, child care, tuition, living essentials, and more. Most permanent insurance policies also include a feature called cash value. Cash value is a savings component that can grow over time. You can borrow against it or use it as collateral for a loan. You may also withdraw your cash value, but this may reduce your policy’s death benefit. There can also be tax consequences to accessing your policy cash value. What’s the advantage of permanent life insurance? As you age, or if your health deteriorates, purchasing a new insurance plan becomes much more costly. But with most permanent insurance, the premium stays the same for the life of your policy. Plus, when you buy a permanent life insurance policy, the benefit is guaranteed for the rest of your life. Permanent life insurance can provide you with the security of knowing your loved ones will have lasting, stable protection. It can offer peace of mind early, leaving you free to enjoy your life now. For more tips and tools, visit sunlife.ca.

Have you considered how a serious illness could affect your finances while you’re still working and supporting your fami...
10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4zsnnqa

*Terms and conditions apply

10/14/2026

If there’s one thing that’s guaranteed, it’s that life is unpredictable. Let’s talk about how Sun Life can help you get prepared for whatever life brings.

10/13/2026

I can help you make the most of your savings, so you can be ready for what comes next. Let’s talk about your goals.

What's your biggest concern when it comes to life insurance? 📊 Vote in the comments:  1- I'm not sure how much coverage ...
10/13/2026

What's your biggest concern when it comes to life insurance?

📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above

Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.

This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives. Wishin...
10/12/2026

This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.

Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.

Happy Thanksgiving! 🍂

I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get st...
10/10/2026

I can help you set up your TFSA so you’re ready for life’s expected and unexpected turns. Get in touch with me to get started!

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financia...
10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4rVN8MZ

Address

1445 Portage Avenue, Suite 635
Winnipeg, MB
R3G3P4

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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