02/14/2017
Build your savings, protect your family, and have the freedom to live your way, now and in retirement. Let’s have a conversation about Money for Life.
Sarah Payne - Sun Life Financial advisor
Share
Have you ever thought about the "what if's" in life that may keep you up at night? I start the conversation on how to protect your greatest financial asset
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 Financial. Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Please visit:
http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf
02/14/2017
02/14/2017
An RRSP can give you the confidence to retire your way! Talk to me today about how to get started.
02/12/2017
With tuition fees on the rise, you may have decided it’s time to open an RESP. Now what?
What should you hold inside an RESP? So, you’ve decided to open a Registered Education Savings Plan (RESP) to save for your child’s education. What's next? Choosing how to invest it.
02/07/2017
What’s the best way to tap your retirement income? Money for Life can help give you the freedom to retire your way.
What’s the best way to tap your retirement income? RRSP, CPP, TFSA, OAS, company pension: When and in what order you start drawing your retirement income will make a difference to your bottom line.
02/07/2017
How much life insurance do you need to protect your family? This life insurance calculator can help give you an idea.
Life insurance calculator Use this life insurance calculator to give you an idea of the amount of insurance you might need to protect and provide for your survivors.
02/07/2017
Do you find it hard to keep track of all your investments and assets? Consolidating your portfolio may provide benefits you never thought of, and could simplify your life.
3 Reasons To Consolidate Your Investments Along the way, you've assembled a trail of savings -- a locked-in retirement account here, a defined contribution pension plan there, a mutual fund account at...
02/07/2017
What’s the key for a successful retirement? Working with an advisor can help.
http://bit.ly/2aSWvFP
02/07/2017
Ever wonder how a large contribution or withdrawal might affect your RRSP? Sun Life’s RRSP Calculator can show you. Have any questions? I’m here to help!
RRSP calculator This RRSP calculator can help you understand the impact of contributions and withdrawals to your RRSP savings.
02/06/2017
Did you know with an RESP the government will match 20% of contributions up to a maximum of $500 annually and $7,200 lifetime per child? That could buy a lot of textbooks!
01/31/2017
Protect what matters most. Life insurance can give you peace of mind, knowing your family is financially protected. Talk to me today.
01/31/2017
Check out this quick video to find out why RESPs are a great way to save for your child’s education.
Simply put: What are RESPs? (Video) Tax-advantaged savings, combined with free money in the form of government grants, make Registered education savings plans (RESPs) a great way to save for your...
01/31/2017
Retirement catches up with you. Make sure you have a plan now, to meet tomorrow’s goals.
Want your business to be the top-listed Accountant in Winnipeg?
Click here to claim your Sponsored Listing.
Click here to claim your Sponsored Listing.
Location
Category
Address
Winnipeg, MB
R2H0V5