Isaac Oluwagbemi, RRC - Financial Planner, Sun Life

Ready to supercharge your financial Look no further than a TFSA—your gateway to flexible and tax-efficient wealth growth! 📈💰 Your TFSA contributions and earnings are sheltered from taxes, giving you peace of mind. 📣 Contact us to learn more!

How can you help protect your retirement from inflation? While true in any economic environment, these principles are especially critical during times of rising inflation and market uncertainty:

1. Don’t leave money on the table.
2. Have cash on hand for emergencies.
3. Diversify.
4. Keep your emotions in check.

If you’re close to, or already in retirement, now would be a good time to talk.

Unforeseen challenges can strike at any moment, but your business doesn't have to be caught off guard. Discover how our contingency planning strategies can help you be resilient when the unexpected happens.

🚨 1 in 3 Canadians battle diabetes or prediabetes, a major driver of chronic illnesses. But there's hope! 💪 We're on a mission to empower you with info to tackle type 2 diabetes head-on. Let's fight this together and create healthier, happier communities. 🌟

With kids back in school, it might be time to think about their educational future and how they will pay for it. If you don’t have a registered education savings plan (RESP) already, now might be the time to consider it. Contact me to discuss your children’s future.

Secure your legacy with comprehensive estate planning! 🌟 Our guidance helps to safeguard and distribute your assets, leaving a lasting impact on your loved ones and causes that matter most to you.

Having one advisor manage both your insurance and investments can give you active control of your finances. I’ll help you build a holistic strategy that we’ll review often to help make sure you’re on track.

Let’s book a meeting to review your investments, create your personalized financial roadmap and consolidate your assets.

Saving for that crucial down payment? We've got your back with personalized products that may help you buy that first home faster. 🏠

Retiring with confidence begins with a plan. Let’s take the next step together and work to get your financial roadmap on track.

Don't underestimate the power of trusted advice. Unlock the secrets to optimizing your revenue streams, help maximizing profits, and navigating economic landscapes with confidence. 📚📊 👇

Health is wealth. The best time to protect yourself from the unexpected is when you’re healthy. Let’s discuss what will work for you and your needs.

These days, your paycheque doesn’t get you as far as it once did. Here are 3 tips to make your money go further for your family:

1. Create a budget
2. Tidy up your insurance products
3. Use your credit cards wisely

Not sure where to start? I can help. Reach out to get started.

What’s better than wealth? Sharing your wealth with those you love. An estate plan can help you do that. Let’s discuss how you can share the wealth when it’s time.

Knowing investment product risk can help you choose the ones that match your tolerance, age and savings timeline. This, in turn, can help you reach your financial goals.

If your investments are with multiple advisors, managing your risk can be hard and your investment portfolio may not align with your risk profile.

Let’s explore how consolidating assets can help you manage risk on your financial journey.

Making smart money moves is easier than you may think. Check out this article for 8 ways to help you progress toward a brighter financial future.

8 smart things you can do for your finances Here are the top 8 money moves to make so you can get a handle on your finances. Visit sunlife.ca to learn more.

Dive into expert insights on building and preserving wealth in today’s economic landscape.

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.

www.vanguard.ca

It’s the last long weekend of the summer. Let’s make the most of it!

Boost your knowledge with this helpful article.

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.

Your FHSA contribution limit: avoid these 5 common mistakes While there are a few programs to help first-time homeowners save for a down payment, most aren’t as attractive as the new Tax-Free First Home Savings Account (FHSA). This new account – launched in April 2023 – combines the more attractive features of a Registered Retirement Savings Plan (RRSP...

It all begins by planting a seed. A stress-free retirement starts with a plan. Reach out to me to get started.

Dive into expert insights on building and preserving wealth in today’s economic landscape.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Diversification can help smooth out returns over the long term Diversifying to reduce risk is a key investment strategy. The reason: not all investments will perform in the same way at the same time.

Struggling to keep up in 2024? These days, running a business can be expensive. Connect with me to see how we can help set you up for success.

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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.

ANy questions? Send me a message.

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