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2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.
Seven taxes on investments you need to know about
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Qu’est-ce que l’inflation et comment s’en protéger?
L’inflation et le coût de la vie augmentent rapidement. Qu’est-ce que cela signifie? Quelle incidence auront-ils sur vos objectifs d’épargne-retraite?
https://sunlife.co/tf6g
https://sunlife.co/tf6g
Calculateur d'épargne-retraite
La Sun Life peut vous aider à constituer et à protéger votre épargne en vous offrant des produits de placement, d'assurance-vie et d'assurance-santé, et des...
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Comment conserver une plus grande partie de votre revenu de retraite et payer moins d’impôt
Vous voulez transformer vos épargnes en un revenu de retraite le plus élevé que possible ? Essayez d'envisager vos revenus de retraite sous un angle fiscal.
How to keep more of your retirement income and pay less tax
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
What economists expect from the next Bank of Canada rate decision - BNN Bloomberg
The Bank of Canada will announce its next rate decision on Jan. 24. Economists tracked by Bloomberg expect the central bank will keep its policy rate at five per cent, even after an unexpected increase in December inflation.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Health insurance in retirement: How to pay for your health costs
Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.
Assurance-santé à la retraite : comment payer vos frais médicaux?
Ne laissez pas les frais médicaux changer vos plans de retraite. Voici comment planifier votre assurance-santé à la retraite. Visitez sunlife.ca pour en savoir...
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
REER: les 5 erreurs les plus courantes et comment les éviter | Sun Life Canada
Prêts pour la saison des REER? Voici quelques conseils d'expert pour savoir quoi ne pas faire avec vos REER.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
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