Donald Petrone, B.A Econ - Financial Advisor

With proper planning, you can become financially independent so that you can enjoy the lifestyle you've always dreamed about. Start planning now!

I value financial freedom to spend time with the ones I love most. One of my greatest pleasures comes from spending time with my family. I also believe it is necessary that youth develop a strong understanding of the fundamentals of financial literacy. Because of this, I volunteer time to teach the future generations about financial success.

With a Bachelors degree in Economics from McMaster University, I understand the importance of proper planning for an enriched life. Further, unexpected events can happen in an instant, so it is crucial that you incorporate a holistic approach to your plan.

Let me help you create a personalized financial plan that encompasses protection for your health and growth for your wealth. We will review it annually to evaluate and adjust your goals/strategies, If you own or run a small business, I can help protect your assets and key individuals.

Together, we can make sure the future is bright!

In wake of this horrible tragedy, Sun Life will be donating $25,000 to the Saskatchewan Junior Hockey League (SJHL) Assistance Program. This money will provide mental health resources for those who were affected. #HumboldtStrong

Celebrating today and everyday, the women that continue to make our world a better place. #internationalwomensday

sunlifeglobalinvestments.com

Federal Budget

It's that time of year again! The #2018FederalBudget highlights are below ;) Feel free to contact me if you have any questions

sunlifeglobalinvestments.com Sun Life Global Investments brings together the strength of one of Canada’s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions.

The Power of Saving ft. Joe Canuck

#SunLifeFinancial, #TorontoRaptors, #BoysandGirlsClubsofCanada, and #NBACanada recently unveiled an exciting health and wellness program, inspiring Canadian youth to take charge of their health to prevent the onset of type 2 diabetes. Yesterday was day one of the six week program - Draft Day!

sunlife.ca

7 top retirement tips for 2018

The following 7 simple, practical tips can help you begin your retirement journey the right way :)

sunlife.ca Ready to say farewell to your workaday life and hello to those long-awaited golden years? A little planning can help you make your dreams a reality.

moneysense.ca

7 things you didn't know about TFSAs

[VIDEO] Many Canadians, especially millennials, under utilize Tax Free Savings Accounts. Here’s 7 things you didn’t know about TFSAs and why they are such a valuable planning tool.

moneysense.ca Pay special attention to these rules when you make your TFSA contribution and you’ll be cruising toward higher investment gains in no time.

msn.com

What to know about the latest changes to CPP

Canada’s finance ministers have made some tweaks to CPP. Check out the changes below.

msn.com  Canada's finance ministers agreed to a suite of changes to the Canada Pension Plan during their meeting this week.

findependencehub.com

Integrate eldercare into financial planning or pay the price - Financial Independence Hub

I post a lot of information regarding health costs in retirement because I believe many Canadians are unprepared and uneducated about the financial impacts.

“24 hr/day care for a Personal Support Worker or Companion to help with meals, homemaking and personal care can cost up to $24,000 per month!”

Don’t wait! Speak to an advisor, today, to plan for these costs in retirement.

findependencehub.com By Susan Hyatt Special to the Financial Independence Hub People plan for retirement to live how they want in their ‘silver years.’ But have you thought about including eldercare in those plans? Most have not and when reality sets in people are shocked at the cost. Several years ago I was on a consul...

cnbc.com

Homeownership doesn't build wealth, study finds

Renters rejoice! New study finds that homeownership doesn’t build wealth.

"On average, renting and reinvesting wins in terms of wealth creation regardless of property appreciation, because property appreciation is highly correlated with gains in the traditional financial asset classes of stocks and bonds..’

cnbc.com Even with high rents, consumers will build more wealth by investing and not owning a home, a study shows.

thespec.com

Wynne outlines $155-million ‘action plan,’ commits to 5,000 new long-term care beds | TheSpec.com

Although the Liberals are planning to increase amount of long term care beds in Ontario, it's not enough. I speak with so many pre-retirees and retirees who think that they don't need to prepare themselves for deteriorating health or feel that the government will take care of them. "It noted 32,000 seniors across Ontario — 3,200 alone in Hamilton and Burlington — are already on a waiting list for long-term care; and the provincial seniors population expected to double to 4.6 million the next 25 years." I can’t stress how important it is to have this conversation with an advisor…I’m here to help.

thespec.com Ontario Premier Kathleen Wynne is pitching a seniors strategy ahead of next year’s provincial election that includes thousands of new long-term care beds and extra care for nursing home residents.

nationalpost.com

Bankrupt by cancer: It's not just a life-threatening disease ― but a financial disaster. Even in Canada

Most people I speak to feel that the government or their work disability coverage will take care of them if they become critically ill. However, this article demonstrates why many Canadians may not be able to withstand financial impacts from a critical illness. Make sure you have a conversation with your advisor on how to plan for these unexpected health events.

nationalpost.com Cancer is not just a life-threatening disease ― but a financial disaster. Even in Canada Bankrupt by cancer By Tom Blackwell The issue: Cancer patients can face crippling financial hard…

jdrf.akaraisin.com

JDRF Revolution Ride / Révolution FRDJ Roulons pour vaincre le diabète

It's that time of year again! The #JDRF Revolution Ride to Defeat Diabetes is a high-energy stationary cycling event taking place in cities across Canada. On Oct 12th, I will be riding to help find a cure for type 1 diabetes #T1D. Please show your support by donating below. Thanks in advance for your support!!

jdrf.akaraisin.com The JDRF Revolution Ride to Defeat Diabetes is a high-energy stationary cycling event taking place that challenges Canadians to go further to defeat diabetes. / La Révolution Roulons de FRDJ est un défi sur vélos stationnaires à haute teneur en énergie qui recueille des fonds pour le diabète de type...

ctvnews.ca

Bank of Canada raises overnight rate to 1 per cent

Interesting decision by the Bank of Canada..

ctvnews.ca The Bank of Canada is raising its target for the overnight rate to 1 per cent.

business.financialpost.com

This one simple money habit makes all the difference in having a comfortable retirement

#Planning and saving #money can have a drastic impact on #retirement, education and your overall #financial health.

business.financialpost.com Once you have the savings habit, you can start planning — even if it’s just a few weeks or months ahead

uwhh.ca

Sun Life Financial Hamilton/Burlington gives back to our community - United Way Halton & Hamilton

Giving back to our community - one organization at a time :)

uwhh.ca Related

aol.com

Plan Like An Athlete

Most people know I'm a huge sports fan. Just like in sports, your financial plan should consist of a solid offence and defense. This 2 minute video outlines a sports strategy for your #finances

aol.com Just like in sports, your financial plan should consist of a solid offence and defence.

cbc.ca

'We know we have a problem': Ontario introduces measures to curb high rents, home prices

16 measures were purposed earlier today that look to "cool" the red hot housing market in Ontario.

cbc.ca Worried that too many Ontarians are getting priced out by fast-rising rents and surging home prices, Ontario Kathleen Wynne unveils sweeping measures aimed at cooling red-hot markets she admits have become "a problem."

sunlife.hubs.vidyard.com

Bright moments: The value of advice

Check out Sun Life's #brightmoments campaign which captures the value of advice through the stories of real clients.

bnn.ca

Toronto housing market heading 'off a cliff': Sun Life's Adatia - Article - BNN

Consumer debt is a Canadian problem...especially for the housing market. Check out Sun Life's Chief Investment Officer, Sadiq Adatia, perspective on it.

bnn.ca “I think if you look at Vancouver, we’ve already seen the bubble burst there,” Sun Life Global Investments Chief Investment Officer Sadiq Adatia told BNN. As for Toronto: "Eventually we are going to see this market kind of stop and then come off a cliff."

huffingtonpost.ca

Financial Stress Is Taking A Toll On Canadians' Health

'For every $100 in disposable income, Canadian households have $168 in consumer debt.' Work with me to create a plan that will alleviate your financial stress so that you aren't part of the 42% of the population that ranks money as their number one stressor.

huffingtonpost.ca Taking a proactive, calm and collected approach to your finances has many benefits. But sometimes it's easier said than done. What are some strategies to reduce the impact of financial stress?

[02/02/17]   2017 has arrived! I know, I know, I’m a little late to the party lol…But I am back to help educate the masses about the benefits of working with an advisor to create a holistic Financial Plan. Keep your eyes posted for more regular engagements and please don’t hesitate to provide feedback. Together, we can make this page great again! *see what i did there lol

huffingtonpost.ca

Don't Let Yourself (Or Your Kid) Be The Next BlackBerry

As two million kids head back to school this September, it is important to understand the value of investing in education. But as Blackberry discovered, a valuable product, like a valuable education, is about the "whole package."

huffingtonpost.ca As former marketing professionals, we are struck by the parallel between the formative years of young adults and product design. Delivering a valuable product is rarely about a single feature (such as a degree), rather, it's about the "whole product." This whole product analogy can help young adults...

Don Petrone

Thanks to everyone who has donated and shown their support to this great cause. Although we've reached our goal, there is still time to donate! Click the link below to make your impact.

jdrfca.donordrive.com A fundraising page for Don Petrone

sunlife.ca

Investment losses and your retirement plan

Fear, in investing, can prevent you from realizing long-term financial goals by causing you to avoid investments that could result in a loss and to overreact when losses occur.

sunlife.ca Market losses happen. Successful investing and retirement planning mean not letting what experts call loss aversion prevent long-term asset growth.

oxfam.org

www.oxfam.org

This report delves into the inequality young people must grapple with due to serious social, political and environmental problems inherited from their elders. According to the report, young people in Canada are not only dealing with the highest student debt in Canadian history—they're also working more and earning less than ever.

oxfam.org

youtube.com

Q2 2016 | Market update: Market uncertainty grows following the U.K. vote

Q2 2016 | Market update

Watch Sun Life Global Investments’ Chief Investment Officer Sadiq Adatia’s Q2 2016 | Market update: Market uncertainty grows following the U.K. vote For our ...

theglobeandmail.com

Life insurance isn’t taboo. It’s a creative tool

"It’s too bad that we’re not more open to trusting what our life insurance advisers are suggesting. The truth is that life insurance is an extremely valuable tool in tax and estate planning."

theglobeandmail.com Whether it be for providing cash during retirement or making meaningful donations after you’re gone, life insurance is an extremely valuable tool in tax and estate planning

sunlife.ca

Insurance for single parents

If you're the sole earner and provider for your family, every dollar counts. Here's how insurance can help ensure your kids are financially protected if something happens to you.

sunlife.ca As a single parent, how do you ensure your children are financially protected if something happens to you?

[06/28/16]   I am looking to hire a part-time office administrator. Please contact me directly if you or someone you know is interested. Thanks in advance.

sunlifeglobalinvestments.com

Britain votes to leave the EU

How will Britain's vote to leave the EU affect markets? Avoid getting caught up in too much speculation.

sunlifeglobalinvestments.com Sun Life Global Investments brings together the strength of one of Canada’s most trusted names in financial services, Sun Life Financial, with some of the best asset managers from around the world to offer a lineup of innovative, world-class investment solutions.

[06/24/16]   The UK made a historic decision to leave the European Union yesterday. Europe's second biggest economy finds itself in uncharted waters as the British pound drops to a 31 year low and David Cameron, their PM, resigns.

kijiji.ca

Telemarketer Wanted | sales, retail sales | Hamilton | Kijiji

kijiji.ca financial advisor's looking for a part-time telemarketer. - 5-10 hours/ week - 12$/hour plus bonus - no experience needed but preferred.

theglobeandmail.com

Toronto, Vancouver home price gains unsustainable, Poloz warns

“This suggests that prospective home buyers and their lenders should not extrapolate recent real estate performance into the future when contemplating a transaction" - Stephen Poloz

theglobeandmail.com Central bank governor sees increasing probability of an eventual correction

Ronald McDonald House Charities Hamilton provides an emotionally supportive, comfortable and affordable "home away from home" for families whose children are seriously ill.

Help celebrate our community and support Ronald McDonald House Charities Hamilton by joining the party this Thursday @ The Cotton Factory.

See you there :)

theglobeandmail.com

House shopping? Make sure your mortgage doesn't leave you baby poor

Often young couples consider their combined income when assessing the affordability of a mortgage. But if you want to start a family and you're looking to purchase your first home, remember to consider the additional costs of raising another human before you buy a home that leaves you "baby poor."

theglobeandmail.com To see how much mortgage you can comfortably afford, factor future kids into the financial equation before you buy a home

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120 King Street W Suite 1100
Hamilton, ON
L8P4V2
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