Jeffrey Wild, CHS, QAFP - Associate Advisor, Sun Life

It’s time to maximize your retirement income and tax efficiency with a Tax Free Savings Accounts (TFSA). Reach out to me to understand more about this flexible account and how it could work for you.

As a business owner, Registered Retirement Savings Plan (RRSP) can be a powerful tax deferral tool in your investment portfolio. Contact me to learn how RRSP can benefit both you and your business, and let’s work together to optimize your financial picture

I've moved my office and am now based out of our financial center at Westway IV, 90 Western Parkway, Bedford, NS B4B 0G4. Still providing the same great service just from new location!

Attention! From now until June 30, Sun Life is offering a protection bundle promo. You could receive a discount on your insurance premiums.

Are your savings protected? Is your money growing tax-preferred? If your answer is no, or you’re not sure, this might be the time to take the next step.

Contact me to learn more about this protection bundle offer.

Wealth isn’t just about money. It can be about the value you create, the impact you have and the legacy you leave behind.
What does wealth mean to you? Share your thoughts in the comments below 👇

Tell me your story

What kind of retiree do you want to be? A globetrotter or a bookworm? Let us know your retirement plans in the comments below 👇

Tell me your story

🏘️ Our communities run on volunteers. Help us celebrate their selfless dedication of time, skills and hearts to make a difference. Their kindness, compassion and commitment exemplify the generosity of humanity and how we can all support each other to a better future.

Tag a volunteer and show your appreciation!

Business owners! As an advisor, I can help you:
👉Develop a realistic roadmap to meet your financial goals
👉Plan for retirement
👉Provide group benefits for you and your employees
👉Reduce your business risks with succession and estate planning
And much more!

Don’t know where to start? Let’s talk

Have you protected your mortgage? 🏡
A mortgage protection insurance can help give you peace of mind by covering your mortgage payments if you can’t work due to an illness or an injury. It’s important to protect your family and home.

Contact me to learn more

Are you graduating this spring? Congratulations! Now’s a great time to focus on your financial future. Whether you want to start saving for your next adventure or paying off your student loan, I can help create a roadmap as unique as you are.

Let’s book a time to talk

You have unique investment needs, and your investment strategies need to reflect your financial situation. As an advisor, I can help you make informed decisions for your portfolio.

Let’s book a time to talk

What is your retirement savings goal?​ Find out how much you'll need to save for retirement and if you're on track. Take 2 minutes to get your results.

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

Do you have money set aside to cover possible unforeseen expenses for your business? Don’t let unexpected costs derail your finances. Contact me to discuss further.

In 2024, life looks different. So does our advice. Let's talk about building a comprehensive protection plan.

Interested in buying your first house? Tax-Free First Home Savings Account (FHSA) can help you save. But how does it work and what are the conditions? Find out what it's all about in this article.

FHSA: Tax-Free First Home Savings Account Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Many people have the intention of one day writing out their will and estate plans but for whatever reason have put it off. There's no better time than now, when you’re healthy and sound of mind.

Did you know? The Tax-Free First Home Savings Account (FHSA) helps you save money for your first home. Interested in learning more? Reach out.

Did you know? A decumulation plan can turn your savings into income, help you pay less tax, make your money last and give you peace of mind. Give me a call to discuss.

🌙Ramadan Mubarak!

Wishing you a month filled with reflection, unity and spiritual growth. May your fasting bring you strength, your prayers peace, and your generosity brighten the lives of others.

What’s your favourite part of ?

💐The season of new beginnings is upon us. Let’s welcome the warmer weather, beautiful blossoms and look forward to Spring together!

Share your favourite Spring emoji!

Filing can get a little complicated, especially if you’re a business owner. Here are some tips to consider:​
​
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?