Shokoofeh Shafiei Ebrahimi, CFP, CLU, CHS - Sun Life Financial advisor

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.

As a business owner, your business relies on you. So what happens if you suddenly can’t work? Let me help you protect your business from the unexpected.

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.

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.

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.

Can you believe we’re already halfway through 2024? If you’re a business owner, try these 3 things to stay on top of your goals:

1. Create or assess your business plan.
2. Assess your monthly budget.
3. Adjust your financial goals.

If you need help, I’m only a call away.

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?

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.

Protecting your business from uncertainty can give you peace of mind. Reach out to me to get started.

From time outside to getting your body moving, gardening has many benefits. Find out the 8 reasons why gardening is a great hobby in this article: https://bit.ly/3VGKvQw

Your family and legacy mean everything to you. Let me help you protect them from the unexpected.

The best financial strategies are flexible. With accounts spread across multiple platforms, this flexibility may be greatly reduced. As an advisor, I can help you create a simplified portfolio. Contact me to get started.

When you finally reach retirement, you won't want to worry about your finances. Let’s talk about how consolidating your assets can help you feel more confident about your retirement plan. Reach out to me to explore your options.

If you’re a small business owner, it’s time for a mid-year business review! Let’s get started:

1. Review your business plan
2. Evaluate your income statement
3. Review your cash flow
4. Audit your budget

🏡 Buying your first home is an exciting time, but it’s important to think about protecting your investment. Make sure to review your insurance needs. As an advisor, I can help you protect your new place called home.

Contact me today.

Life is expensive and you might ask yourself how to build a solid savings retirement strategy, especially if you still have 40 years to work. It’s normal to feel financial pressure. This is where an advisor can provide good advice.

Let’s get started.

As an advisor, I’m dedicated to developing strategies tailored to your unique needs. Whether you’re focused on minimizing taxes, generating steady income or leaving a legacy, I can help you reach your financial goals. It’s never too early to start planning.

Book your discovery call today.

Life Insurance is unique for each person. Let's help you protect everything you work so hard for. Connect with me to get started.

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 how life insurance can help you protect your savings in this article.

Do you need life insurance if you’re wealthy? Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances.

Are you thinking about retirement but not sure when’s the right time? Retirement is one of the biggest financial decisions you’ll make, so it’s important to get it right. Here are a few tips to determine if you’re ready:
👉 Evaluate your finances
👉 Consider your health and family responsibilities
👉 Think about what you want from retirement

I’m here to help.

As a business owner, you wear many hats – you’re the CEO, the operation manager, the salesperson, and more! It can be hard to focus on your long-term goals and financial strategy. This is where an advisor can provide great advice.

Let’s talk.