Scott Heide - Advisor, Sun Life

Scott Heide - Advisor, Sun Life http://sunlife.hubs.vidyard.com/watch/HsqYHwppioTTjh57do3Ccj 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.

Welcoming my new assistant, Abby Phair.Abby grew up in a small town in southwest Manitoba. She moved to the big city in ...
01/30/2024

Welcoming my new assistant, Abby Phair.

Abby grew up in a small town in southwest Manitoba. She moved to the big city in 2012 and brought her house in ste Agathe in 2015.

She has two beautiful boys who keep her busy. In her free time, she enjoys watching the Denver Broncos, even if they aren’t doing so great.

Abby enjoys travelling around the world with her husband, Zane. One of her favourite places she visited was Rome, Italy. One place she would like to travel is Cape Town, South Africa to go cage diving with great white sharks.

Abby started working with Scott January 2024 and is looking forward to meeting all of you.

Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn an in...
08/31/2023

Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn an income resulting from a number of causes, including an injury, a serious illness or a mental health issue.

If you work in a trade, and you apply this summer you will receive a lifetime discount!

With disability insurance, we’ll help make sure money’s less of a worry for you through:

✔️ Comprehensive illness and injury coverage — including mental health-related issues
✔️ Monthly financial support — a sigh of relief from uncertainty
✔️ Fixed rates that won’t change with your age or situation — never any surprises

Book an appointment with me and receive a free, no-obligation quote! You can call my office at 204-259-0074 ext. 2231!

It can be challenging to stay on track of your finances, it's easy to accumulate debt over time. Getting a head start an...
08/29/2023

It can be challenging to stay on track of your finances, it's easy to accumulate debt over time. Getting a head start and prioritizing reducing your debt will help you in the long run! With the high interest rates most credit cards charge, by paying them off sooner, you’ll end up saving a lot of money in interest later.

Consider these tips to take small steps to reduce your debt and ultimately becoming debt free.

For personalized advice, schedule an appointment to meet with me and review the best options for you and your situation. Call my office at 204-259-0074 ext. 2231.

Does your employer provide disability insurance? If so, I can help you understand what you're entitled to and if there a...
08/24/2023

Does your employer provide disability insurance?

If so, I can help you understand what you're entitled to and if there are any gaps that need to be addressed.

If not, we have solutions that fit all occupations and budgets. Please reach out to me to discuss your income protection needs, and receive a free, no-obligation quote.

Throughout the summer months, we are running a lifetime discount for trades-people to protect their income with disability insurance!

Call the office at 204-259-0074 ext. 2231 to get started today!

When was the last time you reviewed your finances? It's important to review your strategy with your financial advisor re...
08/22/2023

When was the last time you reviewed your finances? It's important to review your strategy with your financial advisor regularly! As your life changes, you should schedule a review to make sure your strategy continues to help you reach your goals.

To schedule a review, call my office at 204-259-0074 ext. 2231 or send us a message on Facebook!

This post is quoted from and inspired by the following article, please visit for more information on this topic: "https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-make-your-financial-plan-work-for-you/"

The most common forms of a disability may surprise you! Less than 10% of disabilities are caused by accidents such as wo...
08/17/2023

The most common forms of a disability may surprise you! Less than 10% of disabilities are caused by accidents such as workplace injuries or vehicular accidents.

A disability can result from a number of causes, including an injury, a serious illness or a mental health issue.

You should prepare and protect your income with disability insurance!

Throughout the summer months, we are running a lifetime discount for trades-people to protect their income with disability insurance!

Book an appointment and receive a free, no-obligation quote! You can call my office at 204-259-0074 ext. 2231!

A tax-free savings account is versatile, you can use it to save for any reason! Since you won't have to pay tax on money...
08/15/2023

A tax-free savings account is versatile, you can use it to save for any reason! Since you won't have to pay tax on money withdrawn from your TFSA, you're able to use it for a variety of savings needs.

To start contributing, and for any questions contact my office at 204-259-0074 ext. 2231 to schedule a meeting to meet with me!

You should consider a permanent life insurance policy!There are multiple types of permanent life insurance. When choosin...
08/10/2023

You should consider a permanent life insurance policy!

There are multiple types of permanent life insurance. When choosing which policy is best for you, it's important to ask yourself what you want out of the policy and what your long term goals are.

Reach out to our office today to schedule a meeting to meet with me so we can find the option that is right for you! Send us a message or contact my office at 204-259-0074 ext 2231

Nobody wants to become a statistic, but everyone should be prepared to become one. You rely on your ability to earn an i...
08/08/2023

Nobody wants to become a statistic, but everyone should be prepared to become one. You rely on your ability to earn an income, you should protect it with disability insurance.

If you're disabled due to sickness or injury and can't work, disability insurance offers coverage to replace a portion of your income.

Send us a message or call the office at 204-259-0074 ext. 2231 to book a consultation and receive a free, no-obligation quote!

No matter where you are on your retirement savings journey, here’s what you need to know about inflation, and what steps...
08/03/2023

No matter where you are on your retirement savings journey, here’s what you need to know about inflation, and what steps you can take to protect your plans for retirement.

1. Don't leave money on the table - Regular contributions leverage the power of compounding interest to take advantage of growth over time and combat inflation

2. Have cash on hand for emergencies- Build an emergency fund of 3-6 months’ worth of living expenses, preferably in a savings account like a TFSA

3. Diversify- Investing across different asset classes can help balance risk and reward while reducing volatility over time

4. Stay Invested - Acting impulsively out of fear in the short term can have a significant, negative impact on your retirement portfolio over the long term

5. Talk to an advisor - I can help you assess your finances and suggest long term solutions that help you protect your retirement strategy from inflation

Schedule an appointment to meet with me to discuss saving for your future! My office phone number is 204-259-0074 ext. 2231.

This post is quoted from and inspired by the following article. Please visit the following article for more information about this topic: "Staff, S. L. (2023, March 7). How can inflation affect your retirement plan?. How Can Inflation Impact Your Retirement Plan? | Sun Life Canada. https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/how-can-inflation-affect-your-retirement-plan/"

A Registered Education Savings Plan (RESP) is a special savings account that lets you save for your kids’ Post-Secondary...
08/01/2023

A Registered Education Savings Plan (RESP) is a special savings account that lets you save for your kids’ Post-Secondary Education! Relatives or family friends can contribute directly to their post-secondary education through a RESP account.

For all questions or to schedule an appointment to meet with me, contact my office at 204-259-0074 ext. 2231.

This post is quoted from and inspired by the following article. Please visit the following article for more information about this topic "Registered education savings plan (RESP). Registered Education Savings Plan (RESP) | Sun Life. (n.d.). https://www.sunlife.ca/en/investments/resp/ "

Everyone's financial situation is unique! It's important to create financial goals specific to your needs. This will giv...
07/27/2023

Everyone's financial situation is unique! It's important to create financial goals specific to your needs. This will give you a clear idea of what you are aiming for and working towards. When it comes to setting goals, starting early always gives you an advantage!

Together we can take a look at your finances and create achievable goals for you to start. No matter how small, getting started is a step in the right direction.

Contact my office to set up a meeting! You can reach us at 204-259-0074 ext. 2231.

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504-1020 Lorimer Boulevard
Winnipeg, MB
R3P1C7

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