10/12/2022
Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.
Tracy Vallis - Sunlife Financial
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Certified Financial Planner. Advice for retirement planning, insurance and investment solutions. 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.
10/12/2022
09/13/2022
Is one of your financial goals to buy your first home? The best way to achieve your goals is to have a plan. I can help you get the most out of a Tax-Free First Home Savings Account. Let’s talk about how it works and how it can help you. Reach out to me when you’re ready.
Tax-Free First Home Savings Account: Here are the basics - BNN Bloomberg Planning to buy a home? Here’s what you need to know about the Tax-Free First Home Savings Account that’s expected to launch next year.
08/25/2022
Just starting out financially? Learn from these mistakes...
Just starting out financially? Learn from these mistakes - BNN Bloomberg Liz Weston from NerdWallet gathers insight from personal finance experts on what they wish they could have told their younger selves about money.
06/30/2022
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50 Main Street, Commerce Court Building, 2nd Floor
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A2H1C4
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