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/3FevgFo. 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.
04/14/2022
If you or anyone you know is eligible for the Disability Tax Credit and under age 50...they need to know about the Registered Disability Savings Plan (RDSP). Ask me how it can help?
Do you qualify for the disability tax credit? If you’re getting ready to file your taxes, this article is for you.
09/30/2021
A question I get asked often and the answers depend on your individual situation.
When should you start CPP/QPP and OAS benefits? You can start collecting your CPP and OAS benefits in your 60s. But is it better to hold off for another few years? Here’s what to keep in mind before you tap into these pensions.
09/12/2021
Tilley turned 12 today! She is still the most food-motivated animal on the planet!
07/16/2021
10 tips for a happy retirement (infographic) Everyone dreams of a happy life in retirement… but how do you make the dream a reality? Retirees share their secrets to success.
06/02/2021
What are mutual funds? (video) What is a mutual fund? And how do they work? Watch and see how mutual funds work and how investing in one can help you save for important goals.
05/13/2021
Please share if you care!
2 common myths about estate planning Want to make sure your money goes to the right people when you aren’t around anymore? We’re tackling 2 common myths about estate planning – and setting them right.
11/20/2020
Is it ever too soon or too late to buy life insurance? If you want to financially protect the people dearest to you, it’s best to get life insurance as soon as you can. But don’t fret: it’s also not too late if you don’t already have it.