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Ways to give money to grandchildren who have maxed out their RESPs
Ways to give money to grandchildren who have maxed out their RESPs
58% of Ontario workers say retirement planning includes considering physical, mental health: survey
More than half (58 per cent) of Ontario employees say retirement planning should go beyond financial wellness and encompass physical and mental health and social connections, according to a new survey by the Ontario Municipal Employees Retirement System.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Early Parkinson's symptoms often mistaken for normal aging
Parkinson's disease is often seen as a condition that primarily affects older adults. In reality, it can impact people at any age, with 10–20% of cases appearing before the age of 50, and about half of those are diagnosed before age 40,
Many Canadians are delaying filing their taxes over confusion with recent changes
Canada’s April 30 tax-filing deadline is fast approaching, but many are planning to delay filing due to confusion over recent tax changes, according to a recent survey
Ditch these 7 investing myths to invest like a pro
Many beginner investors may be falling for these investment myths, which can lead to bad financial decisions, limit their ability to grow wealth over time and even discourage them from entering the market.
The importance of contingency planning as you — and your advisers — age
The importance of contingency planning as you — and your advisers — age
The FP Wealth Survey: How much does it take to be considered wealthy in Canada?
Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier.
Building confidence key to wealth for gen Z and millennial women
Building confidence key to wealth for gen Z and millennial women
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
💼 Votre assurance-vie devrait évoluer en même temps que votre entreprise. Transformez votre assurance temporaire en assurance permanente, et la Sun Life vous offrira 3 mois de prime. Aidez à protéger le fruit de votre travail tout en bâtissant votre patrimoine.
#Entrepreunariat #AssuranceVie
Certaines conditions peuvent s’appliquer. Contactez-moi pour en savoir plus.
#Entrepreunariat #AssuranceVie
Certaines conditions peuvent s’appliquer. Contactez-moi pour en savoir plus.
💼 Votre assurance-vie devrait évoluer en même temps que votre entreprise. Transformez votre assurance temporaire en assurance permanente, et la Sun Life vous offrira 3 mois de prime. Aidez à protéger le fruit de votre travail tout en bâtissant votre patrimoine.
#Entrepreunariat #AssuranceVie
Certaines conditions peuvent s’appliquer. Contactez-moi pour en savoir plus.
#Entrepreunariat #AssuranceVie
Certaines conditions peuvent s’appliquer. Contactez-moi pour en savoir plus.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Heading south for the winter? Don't let your insurance coverage fly south too! Many snowbirds don't realize their Canadian health insurance may have limits when they're out of the country.
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Let's chat about tailoring your coverage for your winter plans. ☎️ Call me to set up an appointment. Wishing you safe and sunny travels!
Family Day reminder: Your loved ones are your most valuable asset! 👨👩👧👦 While you're making memories today, take a moment to think about how you're protecting your family's financial future. Have you updated your will recently? Reviewed your life insurance? Remember, one of the best gifts you can give your family is peace of mind. Enjoy your day off, and let's chat soon about helping secure your family's tomorrow!
Family Day reminder: Your loved ones are your most valuable asset! 👨👩👧👦 While you're making memories today, take a moment to think about how you're protecting your family's financial future. Have you updated your will recently? Reviewed your life insurance? Remember, one of the best gifts you can give your family is peace of mind. Enjoy your day off, and let's chat soon about helping secure your family's tomorrow!
Un rappel important en ce jour de la Famille : vos proches sont ce que vous avez de plus précieux ! 👨👩👧👦 Aujourd’hui, prenez le temps de penser à la protection de leur avenir financier. Votre testament est-il à jour ? Et votre assurance-vie ? La paix d’esprit est un cadeau qui n’a pas de prix. Profitez bien de votre congé, et parlons bientôt des moyens qui s’offrent à vous pour aider à protéger l’avenir de votre famille !
Un rappel important en ce jour de la Famille : vos proches sont ce que vous avez de plus précieux ! 👨👩👧👦 Aujourd’hui, prenez le temps de penser à la protection de leur avenir financier. Votre testament est-il à jour ? Et votre assurance-vie ? La paix d’esprit est un cadeau qui n’a pas de prix. Profitez bien de votre congé, et parlons bientôt des moyens qui s’offrent à vous pour aider à protéger l’avenir de votre famille !
Need a simple way to destress? Stop and notice nature, experts say | CBC Radio
Need a simple way to destress? Stop and notice nature, experts say
Quand la stabilité financière repose sur votre couple
Quand la stabilité financière repose sur votre couple
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
Did you know a Tax-Free Savings Account (TFSA) can provide you with tax-free and flexible withdrawals, has no impact on government income benefits, and helps you build your savings? Learn how you can use a TFSA in your estate plan.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This holiday season, give your children the gift of protection. With Sun Life’s bundle offer you may be able to save when you buy two or more insurance solutions.* Contact me before December 31 to learn more about this limited time offer!
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
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