Yossi Agulnik, CHS Advisor,

08/03/2023

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

07/27/2023

Life looks different. With our advice, life insurance can too. Help protect their financial future.

07/20/2023

How much money do you need to retire? Well, that answer is unique for every Canadian. I can help you do the math on how much you actually need to retire, and keep your savings on track.

07/13/2023

Schools out! What are your summer plans? If you're planning on travelling with the fam, make sure you are fully covered. I can help you find coverage that works for you and your family. Let's talk.

07/06/2023

When you’re developing a retirement budget, remember to factor in costs that your province’s health plan doesn’t cover. When working with me, we'll assess your individual situation and make a retirement plan that incorporates your unique needs. Let's talk.

06/29/2023

Where does your money go? Use this monthly budget calculator to help you manage your spending and understand if you're falling short, breaking even or coming out ahead.

Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals. Try Sun Life’s budget calculator to help take control of your spending and start saving more. Visit sunlife.ca for more information.

06/22/2023

Did you know that men are more confident in their retirement plan than women? According to a recent survey, 52 per cent of women are confident about retiring at their target age compared to 68 per cent of men. If you’re worried about your retirement plan, I can help. *BMO, 2023

06/19/2023

Did you know you can financially protect yourself against a life-altering illness? Let's chat about how I can help.

06/08/2023

Have your retirement plans changed given the current economic situation? It may be a good time for us to meet to reassess your needs. I’m here to help.

06/01/2023

Getting life insurance for your baby can help protect you financially from the unthinkable. But there are other benefits too. Let's chat.

You never want to imagine anything bad happening to your baby so it’s hard to think about life insurance. But it can help ease some burdens if the unthinkable happens. And there are other benefits too. Read to find out more.

05/25/2023

More Canadians have TFSAs and RRSPs. But do they know how to use them? As an advisor, I can help you maximize your investment potential and grow your money tax-free. Let’s chat.

05/18/2023

Planning any summer activities for your family? Let’s take a look at your budget and see how you can fit it in.