Edgardo Sapa - Advisor, Sun Life

Filing can get a little complicated, especially if you’re a business owner. Here are some tips to consider:​
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1. Make sure your business makes enough to deduct expenses.​
2. Invest in yourself and your business. ​
3. Consider incorporating your business.​
4. Get life and key person insurance.​
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What tips will you put into action?

With the days getting longer, will you be spending more time outdoors? Fresh air and outdoor activity is so beneficial to our mental and physical health. Are you excited for more sunlight?

Parents! Take one thing off your plate by protecting your family from the unexpected with the right insurance. Let’s talk about your options.

Have you put together an investment plan or dived into investing on your own? If so, then you’re probably familiar with asset allocation. It’s the mix of stocks, bonds, real estate and other investments.

Calling all snowbirds! It's time to start thinking about your taxes. Reach out to me to get the ball rolling.

The future is always uncertain. That's why a plan to protect your business is so important. Let's discuss how we can help you feel more secure.

Most people make priorities to buy fancy car, beautiful houses, iPhone, spending over budget for those unnecessary things in life. Nobody's que up to buy life and critical illness insurance first, until disaster happens unexpectedly and end up to a financial devastation.

Ever wondered how much it would cost to cover your expenses if you became seriously ill? This calculator gives you an estimate and shows how insurance can help.

Critical illness insurance calculator Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Filing your taxes is simple when you have everything organized. I can help make sure you're ready for 2024 tax season. Reach out to me to get started.

Edgardo Sapa - Advisor, Sun Life As a Sun Life Advisor, I'm passionate about helping people make informed choices.

Tax season is here. When dealing with complex taxes, it's best to speak to a professional. Let's make sure you are set up for success. Contact me to set up an appointment.

Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.

How to keep more of your retirement income and pay less tax

Did you know? Life insurance can help protect your net worth from taxes and market risk. Let’s book a time to talk.

As a business owner, are you ready to see your RRSP differently? Talk to me about transferring your RRSP to Sun Life or optimizing what you already have and see the difference we can make.

Create a lifetime of financial security. Every strategy needs to be flexible to deal with life’s unexpected events. This year, let's work together to protect all your loved ones.

Are you ready for retirement? Having a lot of money in the bank isn't everything. A comprehensive retirement plan will include retirement income, estate planning and tax efficiency strategies. Reach out to me to create your retirement plan.

Your financial future matters to me. Let's work together to start reaching your goals.
I am here to help you.

Life looks different. So does our advice. Let's talk about building a healthy long-term retirement plan that suits your needs.

Tax season is upon us. Don't wait till the last minute to get your business taxes in order. Reach out to me for tax efficient strategies. Let's keep more money in your business this tax season.

Health care in Canada continues to change and evolve. Doctors and other health-care providers have adapted to today’s way of living. Check out this article for 4 tips on navigating online health care. https://bit.ly/498sheN

Is a winter getaway on the horizon? If you're planning on travelling with your loved ones, make sure you're fully covered. Contact me to set up coverage that works for you.

Life insurance is something everyone can benefit from. However, it’s especially important for those with a high net worth. It can help provide protection for your family, grow your wealth, assist with estate planning and more. Learn more about the benefits of life insurance in this article.

Page Not Found Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.

10 steps to buying a house in Canada Are you ready to start house hunting? Get prepared by knowing the 10 steps you’ll need to take to buy a house. Visit sunlife.ca for more information.

When you’re making your retirement budget, be aware that your province’s health insurance plan won’t cover all your health-care costs. Let's plan how you’ll pay for what’s not covered.

Health insurance in retirement: How to pay for your health costs Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.

You can never be sure of what the future has in store, but you can be sure your business is protected. Let's work together to make sure your business is prepared for the unexpected. Contact me to get started.

Getting outside is so important for our health. What winter activities are your favourite? Let me know in the comments!