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Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/jsun.financial/
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/jsun.financial/
Most Canadians say inflation negatively impacting retirement plans: BMO survey | Investment Executive
Nearly a third of respondents don’t know how long their money will last.https://advisor.sunlife.ca/jsun.financial/
Two Soup Ingredients That’ll Boost Your Immunity
These simple add-ins are versatile, healthy, and delicious.
https://advisor.sunlife.ca/jsun.financial/
https://advisor.sunlife.ca/jsun.financial/
Épargnez-vous assez dans votre REER pour vivre la retraite rêvée? Entrez vos chiffres dans le calculateur gratuit de la Sun Life. Prenons ensuite contact pour discuter de vos options.
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.
Retirement Planning: How to Generate $2,000 in Monthly Income
When you shift from building wealth to living off it, the conversation changes. It’s no longer just about growth at all costs.https://advisor.sunlife.ca/jsun.financial/
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/comparison-tax-advantaged-savings-accounts-tfsa-rrsp-fhsa/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/comparison-tax-advantaged-savings-accounts-tfsa-rrsp-fhsa/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Eight tips to lower your 2025 tax bill
Check out this new resource I found!
https://www.fidelity.ca/en/insights/articles/tips-to-lower-your-tax-bill/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.fidelity.ca/en/insights/articles/tips-to-lower-your-tax-bill/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
What is the average retirement income in Canada?
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.fidelity.ca/en/insights/articles/what-is-the-average-retirement-income-in-canada/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.fidelity.ca/en/insights/articles/what-is-the-average-retirement-income-in-canada/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Canada 2026 Outlook: Competitive Advantages Underpin a Brighter Outlook | Vanguard Canada
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.vanguard.ca/en/insights/canada-outlook
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.vanguard.ca/en/insights/canada-outlook
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
From rates to AI: Insights from Jurrien Timmer - January 26, 2026
Dive into expert insights on building and preserving wealth in today’s economic landscape.
ttps://www.fidelity.ca/en/insights/articles/timmer-global-macro-view-jan26/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
ttps://www.fidelity.ca/en/insights/articles/timmer-global-macro-view-jan26/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
https://advisor.sunlife.ca/jsun.financial/
https://advisor.sunlife.ca/jsun.financial/
Did you know that payout annuities can help provide financial predictability in retirement?
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/jsun.financial/
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/jsun.financial/
High ultra-processed food diets linked to 47% higher cardiovascular disease risk
Ultra-processed foods (UPFs) are industrially modified products loaded with added fats, sugars, starches, salts and chemical additives like emulsifiers. From sodas to snacks and processed meats, these foods are stripped of natural nutrients. UPFs introduce many ingredients that our bodies have never encountered. In the United States today, UPFs make up nearly 60% of adults' and 70% of children's diets.
https://advisor.sunlife.ca/jsun.financial/
https://advisor.sunlife.ca/jsun.financial/
RRSPs: Know your limits
Boost your knowledge with this helpful article.
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/rrsps-know-your-limits/?slgi_r=investor
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/rrsps-know-your-limits/?slgi_r=investor
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!
Saviez-vous que vous pouvez encore cotiser à votre REER pour 2025? Vous avez jusqu’au 2 mars 2026. Communiquez avec moi pour savoir s’il s’agit d’une bonne option pour vous!
Canada: Food prices and tariffs shape outlook – RBC Economics
RBC Economics analysts note that Canadian inflation drivers differ from those in the U.S., with limited tariff increases and easing business input cost pressures according to the Bank of Canada’s Business Outlook Survey. However, analysts stress that rising food prices, global agricultural costs, and potential spillovers from broader U.S. tariffs pose upside risks to Canadian inflation via integrated supply chains and restructuring costs.
https://advisor.sunlife.ca/jsun.financial/
https://advisor.sunlife.ca/jsun.financial/
Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/jsun.financial/
Ready to save? Visit my website to set up time to chat. https://advisor.sunlife.ca/jsun.financial/
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Nous sommes liés par contrat à Distribution Financière Sun Life (Canada) inc., une compagnie d'assurance-vie, membre du groupe Financière Sun Life. Fonds communs de placement offerts par Placements Financière Sun Life (Canada) inc.