Marc Morais, BMOS, CLU, CFP
[email protected] As your advisor, I will strive to provide you with superior service.
It is my goal to engage clients, to understand their specific financial needs and make informed choices. This strategy will assist you in building savings, protecting against the unexpected and preparing you for the future. I can help you create a plan that will provide the stability you are seeking. Contact me today and I can help you plan for the future.
*I am a Sun Life Financial Advisor. Thes
06/29/2017
If you passed away would your family know where to find your will? Here are 12 critical documents they may need.
12 key documents you need to gather Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money?
06/27/2017
Life’s about following your passion. Our Money for Life approach adapts to you and your financial future. Talk to me today about how I can help you achieve the freedom to live your way, now and in retirement.
06/23/2017
Considering taking an early retirement to pursue a passion project or life-long dream? Living the good life requires a substantial amount of financial backing and Canadians aren’t as prepared as they should be for life’s third and final act.
Protirement: Preparing for an early retirement financially and mentally Considering taking an early retirement to pursue a passion project or life-long dream? Welcome to the world of protirement.
06/21/2017
The best time to consider purchasing life insurance is as soon as you become responsible for your own financial obligations. Here are 7 things you’ve always wondered about life insurance.
7 things you've always wondered about life insurance As a young adult it will be cheaper, you’ll be less likely to need a medical exam to qualify, and you can protect yourself in the future by ensuring your...
06/19/2017
The 10 most common financial excuses and how to overcome them via
10 Common Financial Excuses and How to Overcome Them Making excuses prohibits us from achieving our financial goals. Here's how to overcome 10 common financial excuses.
06/15/2017
To wait or not to wait: What is the most optimal age to begin collecting your ?
This retirement decision could be worth $72,000, but few Canadians take advantage of it Is it better to start CPP at 60 or 65 or even 70? This article may be the one and only time you will see a definitive answer to this...
06/13/2017
Do you know how to protect yourself financially in case of a ? Canada's universal health care system definitely helps us in many ways but not every cost incurred by an illness or injury can be covered.
How To Financially Prepare For Unexpected Health Challenges No matter how well we take care of ourselves, there may come a time when we experience a health scare. And while Canada's universal health care system...
06/09/2017
Estate planning can often be overlooked. Here are 5 things you should keep in mind when making your plan.
5 tips to get your estate plan in order Sun Life Global Investments brings together the strength of one of Canada�s most trusted names in financial services, Sun Life Financial, with some of the best...
06/07/2017
Saving money can take a lot of hard work, discipline and even sacrifice. Here is a great list of ideas to consider when thinking about ways to help you save more money!
20 Ways To Save Money Some are tougher to achieve than others, and you'll need to weigh the necessary sacrifice against the return.
06/05/2017
Debt doesn't have to be as scary as it looks on paper. It doesn’t define who you are, and it can disappear if you're willing to be patient and put in the work. Here are 5 steps to help you tackle your debt.
5 Steps to Tackling Debt Like a Boss It's time to stop throwing dolla' bills, and start throwing dollas at your bills. You've been carrying around this debt load for far too long, and there's no...
06/02/2017
Travelling for work this spring? Frequent business travel, especially over long distances, comes with health risks. Here are 4 potential risks that you might not know about and how to avoid them.
4 health risks of business travel Learn about the potential health risks associated with travelling for business that you might not know about … and how to avoid them....
05/29/2017
Looking for guaranteed retirement income payments that last as long as you do? Check this calculator to find out!
Annuity calculator Use our annuity calculator to find out how much retirement income you can get from a life annuity and see how it compares to income from a GIC or RRIF.