Kathleen Tripodi - Advisor, Sun Life

Kathleen Tripodi - Advisor, Sun Life

DKB Financial Services Group (Inc.)
885 Regent Street, Suite 4-2B
Sudbury, ON P3E5M4 I am pleased to be associated with DKB Financial Services Group (Inc.)

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. Mu

10/06/2024

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

27/05/2024

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

13/05/2024

Time is running out! Until June 30th, you could receive a discount on your insurance premiums. Let me help you assess your protection needs before this great bundle offer ends. Connect with me today!

Details: Purchase Critical Illness Insurance (CII) and any permanent insurance product to receive a discount on your CII premium.

29/04/2024

Business owners can benefit from the right protection plan in so many ways. Reach out to me for more info!

04/04/2023

Let me help you recession proof your portfolio.

Retirement savings calculator 30/03/2023

Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.

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

28/03/2023

Want to learn about how life insurance can help protect your net worth from taxes & market risk?

Let’s book a time to talk.

Critical illness insurance calculator 24/03/2023

Ever wondered how much it would cost to cover your expenses if you became seriously ill? This calculator gives you an estimate and shows how insurance can help.

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

23/03/2023

Moms! Take one thing off your plate by protecting your family from the unexpected with the right insurance. Let’s discuss your options.

17/03/2023

Did you know that only 81.6% of people feel that they have enough savings to comfortably cover living expenses in retirement?*
How’s your plan look?

*Statistics Canada 2022

How to make the most of your pension plan 16/03/2023

Whether you’re confident or concerned about your company pension – or if you don’t have one – these tips will help you boost your retirement savings.

How to make the most of your pension plan

14/03/2023

Are you one of many Canadians expecting a large inheritance in the next decade or two? Do you know what steps to take before deciding what to do with it?

Let’s connect.

Got travel plans? Don’t forget health insurance 10/03/2023

When planning your next vacation, don’t forget travel insurance to help protect you and your family while you’re out of the country or province.

Got travel plans? Don’t forget health insurance Six weeks of gentle health warnings on a recent vacation have convinced me to buy supplementary health insurance.

The practical benefits of getting life insurance early 09/03/2023

Think you’re too young for insurance? Here are 3 reasons to get life insurance in your 20s or 30s.

The practical benefits of getting life insurance early Vidyard video

03/03/2023

Did You Know that over 92% of women are either the primary or joint financial decision-market in their households?* Do you have a plan in place?

*CIBC Poll, March 2017

02/03/2023

Did you know that women in Canada are at an increased risk of living in poverty in old age?* Let’s work together to secure your future. ​
*www.payequity.gov.on.ca/

24/02/2023

Personal finance is a difficult subject to master. But you can improve your financial knowledge with some professional help.

How to build your emergency fund 23/02/2023

You might not be able to predict a financial emergency, but you can prepare for one. Here’s how you can be ready for life’s surprises.

How to build your emergency fund

17/02/2023

We work with you to help you navigate market risks so you can feel secure in your investment decisions. Let's talk.

16/02/2023

As your income goes up, so should your RRSP contributions. Let’s talk about how a small increase can make a huge difference.

How To Make Your Money Last For Generations 14/02/2023

A growing number of people, especially wealthy ones, want their money to last for more than one generation. Careful tax and estate planning can ensure your legacy lasts.

How To Make Your Money Last For Generations A growing number of people, especially wealthy ones, want their money to last for more than one generation. A financial plan can help you make sure your legacy lasts. Visit sunlife.ca to learn more.

10/02/2023

6 healthy brain food snacks
So you know which foods help to nourish and protect the brain? https://bit.ly/3YmcS5D

09/02/2023

There are different reasons to buy life insurance, including using it to help fund your children’s education. Contact me today to learn to discuss further.

6 really useful things you can do with your TFSA 03/02/2023

A tax-free savings account (TFSA) is a lot more versatile than you might realize. Here are a few things you might not know you could do with a TFSA.

6 really useful things you can do with your TFSA

27/01/2023

Life looks different. So does our advice. Let's talk about building a healthy long-term retirement plan.

Videos (show all)

Business owners can benefit from the right protection plan in so many ways. Reach out to me for more info!
Did you know that  women in Canada are at an increased risk of living in poverty in old age?* Let’s work together to sec...
We work with you to help you navigate market risks so you can feel secure in your investment decisions. Let's talk.
What are you missing about your TFSA or RRSP? Let’s discuss and I’ll help you see your TFSA and RRSP differently.
Talk to me to find out why cash is not king in RRSPs and TFSAs. I’ll help you see RRSPs and TFSAs differently.
Should you invest in an RRSP, TFSA, or both? It depends on what your goals are. Let's work together to decide.

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Opening Hours

Monday 08:30 - 04:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Friday 08:30 - 16:30