Evan DeBoer - Advisor, Sun Life
I am committed to building relationships that help develop bright financial futures. I am a Sun Life Advisor.
No matter what stage of life my clients are in I work with them to achieve their financial dreams. 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/ClearConnection
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Tip of the AI Iceberg | CI Global Asset Management You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more.
A diversified portfolio that’s simple to manage? That’s the benefit of a Sun Life advisor. Reach out to me to simplify your portfolio.
What is a Registered education savings plan (RESP)? An RESP is a tax-deferred account to help you save for a child’s or grandchild’s post-secondary education. RESP funds can be used to pay for the costs of qualifying education programs, such as:
- Apprenticeships
- Trade schools
- Colleges
- Universities
Reach out to me to learn more!
Dreaming of a worry-free retirement? Putting your investments in one place can reduce risk, save taxes and make estate transfer easier. Reach out to create a retirement plan that works for you.
It’s a common misconception that our government health insurance will cover all of our health-care costs. A lot of expenses may not be covered if unexpected health changes occur. That’s why it’s important to have added protection in every stage of life. Let’s talk more about how I can help you find a plan that fits your needs. Call today.
You may already know that a sedentary lifestyle isn’t good for your health. But did you also know that it can actually cost you money? That’s because inactivity is a proven health risk* and proven health risks can make your life insurance and health insurance more expensive. If you’re currently healthy but don’t get much movement in your day-to-day, you likely don’t pay more for your insurance now. But you could later on, if you develop a health issue associated with inactivity.
*Source: World Health Organization
If you're the sole earner and provider for your family, every dollar counts. That’s why, as a single parent, you may want to consider these health and life insurance options:
1. Life insurance for single parents
2. Disability insurance for parents
3. Critical illness insurance (CII) for parents and kids
4. Accident insurance for parents and kids
5. Life insurance for your kids
Reach out to me to discuss your protection needs.
Without protection, you may be at risk. Let’s create a strategy that helps protect you from the unexpected. Contact me to get started.
Sun Life weathered many storms and built trust with Canadians for more than 155 years. As a Sun Life advisor, I carry the same commitment to you and your family. Let’s get started.
We all want to live long and healthy lives that are free from financial worry. These three guaranteed investment products might be right for you and your retirement plan. Let’s chat.
3 guaranteed investment products you need to know about You’re expected to live longer than your parents. Will you have enough retirement income to last for the rest of your life? Learn more about guaranteed investment products.
Spending time outside can be great for our mental and physical health. What summer activities are your favourite? Let me know in the comments!
Small changes to your portfolio may have big effects. Contact me to set up some time to assess your portfolio.
Simply put, you need to know where you’re starting from before deciding what’s right for you. These 3 simple steps can help you build your wealth.
1. Understand your financial situation.
2. Set financial goals.
3. Get personalized advice.
Reach out to me if you’re ready to start working on your financial roadmap.
Have you been dreaming of a retirement filled with travel? With a little planning, you can stretch your travel dollars to find more adventure than ever! Check out these 5 tips.
Top 5 retirement travel tips Now that you’re retired, you have all the time in the world to travel – but can you afford it? And what about your health? Check our tips for saving money and looking after yourself.
A good financial strategy considers events in your life you can’t control that can get in the way of earning an income, like becoming disabled. If you haven’t planned for it, I can help.
Did you know the average disability claim is 2 years? Can you and your loved ones go without your income for that long? I can help you prepare for and protect yourself from the financial risk of a disability.
Did you know? As a Canadian living with diabetes, you can get life insurance. Find out more in this article. If you’re ready to explore your protection options, reach out to me.
Life insurance for people with diabetes: what it is - and how to get it Can you get life insurance if you have diabetes? The answer is yes. Here’s what you need to know.
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.
Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Seven taxes on investments you need to know about Understanding the way your savings are taxed will help you avoid nasty surprises at tax time.
The tax-free First Home Savings Account (FHSA) is a registered investment account that lets Canadian residents to contribute up to $40,000 (with an annual contribution limit of $8,000) to buy their first home in Canada. Looking to start saving up for your first home today? Let's connect.
Summer is in full swing! It's days like these that remind us what activities we enjoy most. I can help you think ahead to your retirement years to help make sure you can keep doing more of what you love.
A disability can happen when you least expect it. And, it can have a big impact on your ability to earn money or save for retirement. Let’s talk about how we can give you some peace of mind. https://bit.ly/4bw2yOd
In 2024, life looks different. So does our advice. Let's talk about building a comprehensive protection plan.
Did you know? The best time to plan for the unexpected is when you’re healthy. If you wait until you need it, your options can become more limited. If you’re ready to explore insurance options that will help you find peace of mind, give me a call!
If you’ve been contributing to a First Home Savings Account (FHSA) but don’t end up buying a house, you have options. Reach out to me to discuss how you can access these funds.
Will you lose your FHSA funds if you don’t buy a home? The purpose of the FHSA is to enable you to buy your first home. But what happens if you don’t?
Job losses
Decreased investments
Lower home values
If you want help protecting your money, let’s connect and carve out a path forward that works for you.
You don’t know what you don’t know. That’s where I can help! You can rely on my experience when it comes to investing, estate planning and living your retirement dreams. Get in touch and let’s talk about your unique situation.
I can help you set, maintain and change an asset allocation strategy based on your risk tolerance, time horizon, and financial goals. Contact me to discuss your questions and concerns.
What is asset allocation? (video) Simply put, asset allocation is a strategy that involves selecting a mix of investments appropriate to your risk tolerance, time horizon, and financial goals.
Simply put, a payout annuity is an easy way to convert some of your savings into regular income payments. A life annuity, a type of payout annuity, can help give a steady source of income throughout your retirement. Watch the video to learn more.
What is a payout annuity? (video) Looking for a worry-free way to meet your retirement income needs? See how a life annuity can convert some of your savings into guaranteed income payments for life. Talk to a Sun Life Financial advisor to find out how an annuity can benefit you.
Here’s what to watch for:
1. Reduced consumer spending
2. Tighter government monetary policies
3. Big market imbalances
Connect with me to see how you can feel financially secure in uncertain times.
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