Lisa McConnell - Advisor, Sun Life, Peterborough, ON Videos

Videos by Lisa McConnell - Advisor, Sun Life in Peterborough. I offer financial service products such as life insurance, critical illness, disability insurance, r

Preparing to weather shaky markets? When the skies darken, I can help guide you through the economic thunder.

#FinancialTips #AdvisorSuperhero #RecessionSurvival

Other Lisa McConnell - Advisor, Sun Life videos

Preparing to weather shaky markets? When the skies darken, I can help guide you through the economic thunder. #FinancialTips #AdvisorSuperhero #RecessionSurvival

Is it better to save in an RRSP or TFSA? I can help you decide.

It’s almost tax time – so you might have a few questions on your mind. I can help answer them.

Are you considering an RRSP loan to boost your contribution this year? I can help you decide.

It’s possible to go over the contribution limit for your RRSP, especially if you’re rushing to meet the deadline. But you can fix this mistake.

Depending on the type of investment held in your TFSA, you can generally withdraw any amount from the TFSA at any time. I can help you see how it works for you.

See what you can contribute to your RRSP and when. I’m here to help if you need it.

Are you trying to figure out the withholding tax on RRSPs? Here’s a resource that can help.

Are you curious about Canada’s new first home savings account (FHSA)? I can show you how it might work for you.

You’re likely wondering how much you can contribute to an RRSP this year. That amount is based on your income. I can help you figure out how to make the most of your RRSP.

The deadline to contribute to your RRSP is coming up. Don’t miss your chance to save.

Financial independence doesn’t have to remain a dream. Let’s work together to assess your financial wellbeing and create a plan to help you get there.

Your portfolio can be diversified but that doesn’t mean your advice needs to be. Let’s work together so you can feel confident in your future.

Let me help you customize your mortgage protection plan to grow with you – so you can worry less and save more. Visit my website to get started.

You’ve worked hard all your life, but have you thought about how you’ll leave a financial legacy? Let's sit down and create a plan together. Contact me today.

As you near retirement, it’s time to start thinking about boosting your savings. That’s where I can help. Give me a call to start the conversation.

As your family grows, your estate planning should adapt. Let me help you create a plan that you can feel confident in.

Simply put, getting a critical illness can be very expensive. Critical illness insurance can help you pay for any expenses due to an illness that’s covered in your policy. Let's chat about your options.

Did you know you can financially protect yourself against a life-altering illness? Let's chat about how I can help.

Let's save the day together. Get in touch to discuss your protection options.