Sumit Grover - Advisor, Sun Life
Nearby finance companies
Timberlea Boulevard
Robert Speck Parkway
Robert Speck Pkwy
Robert Speck Parkway
L4Z1S1
Draper Street, Georgetown
I will work with you to help you achieve lifetime financial security 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. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
How do you plan for retirement if you’re a business owner? There can be many unknowns. Where do you even start?
This webinar will cover many of the challenges small business owners can face when planning for their own retirement
Wednesday, September 13, 2023, at 12 p.m. ET
Sign up for free today!
https://bit.ly/3Ljh4yo
Unable to attend but interested in learning more about planning for your retirement? Reach out to me and let’s have a conversation.
Welcome! You are invited to join a webinar: How business owners can plan for retirement. After registering, you will receive a confirmation email about joining the webinar. How do you plan for retirement as a small business owner? There can be many unknowns. Where do you even start? This webinar will cover many of the challenges small business owners can face when planning for their own retirement, like: • Factors to consider if you are selling your business, includi...
Help give your children or grandchildren a secure financial future. Let's talk about how participating life insurance can be a great option for kids.
Dream big. Then make a plan to get there. I’m here to help.
Prices vary when it comes to having a child. But no matter what, there are still many expenses every future parent should prepare to absorb. This podcast discusses the details.
What It Takes to Financially Prepare for a Child Julien and Kiersten Saunders share the pre- and post-baby costs you need to factor into your family-planning budget, what products and maternity items you can skip buying, and their No. 1 tip when it comes to spending.
Life insurance can be somewhat complex. That's why deciding on life insurance during retirement is a unique decision for everyone. Let's set up some time to discuss your retirement plan and determine if life insurance makes sense for you.
Do you need life insurance when you’re retired? Do retired people need to keep their life insurance, or even buy more? Visit sunlife.ca to find out why the answer could be “yes.”
Throughout your life, you've probably had a bad boss or two. This article covers five lessons you can learn from bad bosses. Sometimes, learning what not to do is just as important as learning what to do!
5 Good Lessons from Bad Bosses Seventy-five percent of employees report their immediate boss as the worst part of their job. Here's what you can learn from that experience.
If we enter a recession, it will be the first official one for Gen Z. This article explains what young people can expect and how to prepare. Worried about your financial future? Reach out to me to discuss your plan.
What should Gen Z expect in a recession? We make it make sense Gen Z students and workers shouldn’t panic, but it’s never a bad idea to have backup plans and look into saving for emergencies. Here’s how you can prepare.
Inheritance can be a touchy subject, but it's an important one. In this economic climate, it's harder for younger generations to get ahead financially. Despite this, many young people assume they will receive an inheritance and their spending habits may reflect that. To set your family up for success, it's crucial to talk about it early. Reach out to me if you need any guidance before you have your discussion.
Advice | Discussing inheritances with loved ones now more important than ever: experts When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list.
Anyone with kids will agree that life is short and time flies! That's why it's important to start saving for your children's education early. Need help getting started? I'm here to guide you through the process.
Start saving early for your kids' university days and get them to contribute If you start too late, investing in RESPs is probably not the best choice
Is a recession looming? How will you handle economic uncertainty? This article explains why being an entrepreneur during a recession is one of the best ways to take control of your financial future.
During a Recession, Entrepreneurs Are in the Driver's Seat Waiting for the nation’s financial health to improve before you focus on your financial health is folly. You are the one with the power to change your financial health—and now is the time to change it.
Have your retirement plans changed due to the current economic climate? I can help you reassess your plan. Contact me to set up an appointment.
Posthaste: Canada no longer among best countries for retirement in one of worst years ever to retire Canada drops out of ranking of top 10 best places for retirement security
Creating a diversified portfolio of investments doesn’t need to be at the cost of your conscience. You can have financial returns while also investing in ethical investments that align with your values. I can help you create a portfolio that you believe in. Contact me to get started.
Ethical Investing Vs ESG Investing: What’s the difference? These days, investing isn’t just about returns. Many investors want to invest in companies that are committed to a better world. Learn about ethical and ESG investing and how to get started.
Your total compensation is more than just your salary. When you receive a job offer, be sure to look into the employee benefits plan. This article gives you 11 questions to ask your potential employer.
11 questions to ask about benefits when you’re job hunting Learn what questions to ask about job benefits so you can decide whether the offer is right for you. Visit sunlife.ca
You might be wondering if you can still retire this year given the current economic climate. Reach out to me to discuss your retirement plan. We can figure out the right timeline for you.
FP Answers: My portfolio is down 30%. Do I still have enough to retire this year? You might have to employ the three Cs of financial planning: Create, Convert, Conserve. Read more here
With interest rates increasing again, how will this impact your mortgage payments? If you need to adjust your budget, I’m here to help. Reach out to me to set up an appointment.
What the latest interest rate hike means for mortgage owners - BNN Bloomberg The latest Bank of Canada rate hike will hit some Canadians when it comes to paying their mortgage.
Knowing what to do during market volatility can be difficult. But ignoring your investments and hoping for the best is not the smartest move either. Let’s meet to discuss your portfolio and understand how you should move forward.
Noah Solomon: Market uncertainty leads to investor passivity at the wrong times Noah Solomon: Refusing to change your portfolio in response to changing conditions is one of the costliest mistakes in investing. Read on
Is one of your financial goals to buy your first home? The best way to achieve your goals is to have a plan. I can help you get the most out of a Tax-Free First Home Savings Account. Let’s talk about how it works and how it can help you. Reach out to me when you’re ready.
Tax-Free First Home Savings Account: Here are the basics - BNN Bloomberg Planning to buy a home? Here’s what you need to know about the Tax-Free First Home Savings Account that’s expected to launch next year.
Happy Labour Day weekend! How will you be spending the weekend? Let me know in the comments below!
Making the most out of your TFSA is easy if you avoid the common mistakes outlined in this article. Contact me today to discuss how to use a TFSA to save and grow your money.
How to avoid these 4 common TFSA mistakes Are you making any of these 4 mistakes with your TFSA?
Wishing a wonderful last weekend of summer to all the families with school-aged children!
There are many things to consider when deciding when you should retire. I can help you review your options. Reach out to me to discuss your retirement plan.
Deciding the Best Time to Retire Choosing when to retire is one of the most important decisions you’ll ever make. People typically do so when they’re older, but not every retiree is considered a senior citizen....
Do you know the best way to teach your kids real money skills? Show them! Get them involved in the regular family finances. For example, pay off a credit card bill with them and explain how interest charges work. The more you involve them, the more prepared they will be later on in life.
Barry Choi: Smart financial lessons to learn (and teach) your kids this year As September looms, school starts up again for kids and young adults. These financial tips will take back to school and
Are you ready to start thinking about your financial future? Learning from others’ experience can help. This article covers the basics of spending, saving and earning. Do you have questions about how to get started? I’m here to help.
Just starting out financially? Learn from these mistakes - BNN Bloomberg Liz Weston from NerdWallet gathers insight from personal finance experts on what they wish they could have told their younger selves about money.
During a volatile market, it’s important to take the emotion out of investing. This will help you focus on your long-term plans and avoid making rash decisions. This article explains how goals-based benchmarking, risk management and movement can help you.
Three strategies to help you take the emotion out of investing Martin Pelletier: Never let emotion drive the investment decision-making process. Read more
As food prices soar, how can you save money at the cash register? Check out these 12 tips! Need help with your budget? Get in touch.
12 ways to cut your grocery bill amid soaring food prices You can significantly reduce your monthly grocery bill with the right strategy. Here are 12 tips to get you started.
Consolidating your investments can save you time, money and stress. This article explains how. Need help with your savings and investments? Reach out to me today.
Should I consolidate my investments? Keeping your eggs in one basket can have its advantages. Here are 5 reasons why you may want to consolidate your investments with Sun Life
With inflation soaring, you may be thinking about how to bring in extra income. Starting your own small business could be the solution you’re looking for. Given the current economic climate, there are more things to consider before jumping in. Check out this article to learn more.
Is it a good time to start a new business? With the cost of living increasing due to drastic inflation, consumers are looking to cut down on costs. However, there is still a case for
How can you turn rising interest rates and inflation into a good thing? This article explains how young people can take advantage of the current market. Do you have questions about how you can grow your money? Reach out to me to discuss.
High inflation and rising interest rates are a financial opportunity for young people Market cycles keep us humble, but they are for our own good
The market is very unpredictable. However, some say that the worst may be over. Have you considered your next move? I’m here to help you update your strategy for our current volatile market. Contact me to set up an appointment.
The worst may be over in markets, so what's the next move for portfolios? Pick forward-looking equities with companies that have good pricing power, says veteran
Many economists around the world speak of stagflation. To find out what it is and what you can do to protect yourself, read this article: https://bit.ly/8economy6
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4 Robert Speck Parkway, Suite 1200
Mississauga, ON
L4Z1S1
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