Investment & Insurance
I am a Sun Life Financial advisor. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial.
A Clear Connection : your relationship with Sun Life Financial bit.ly/ClearConnection
Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)
Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.
What really matters is not what life throws at you, but how you handle it.
Being a father, I understand what it takes to provide for your family. Protecting what you've tried so hard for, makes sense.
By starting to establish a solid financial plan TODAY, make sure your assets remain intact and your long term goals stay achievable.
Office: 250-729-7544 ext. 2237
sunlife.ca Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
After having to wait for 3 years and stamping hundreds of donor cards as a volunteer got mine in the mail today😃
#blooddonation #givelife #grateful #excited #lovinglife #volunteer
When you have one of the most challenging careers, you’ll find such messages from clients most rewarding #trusted #advisor #insurance #investment
You never realize how kind people around you are until you’re in trouble! First day after my accident checking my office found this 😃 #thankful John @smann142 , and all the management team @sunlifeca
Hooooly! Going into my third year with CBS #love #volunteer for #humanity
I love my other country #canada so much for many reasons, one of the top ones is high end customer service.
Was at the a store to pick up a gift, passing the florist said hi, Her : how were the roses you picked up the other day? Me : they were good just one of the bouquets went bad so quick just wanted to let you know. Her : did you bring it back? Me : no it doesn’t matter just giving you update. Her : no it does matter, here you go another bouquet ( without charging me!! ) and she said : I want you to feel good #lovemypeople 😇
#nanaimo #today I #love #fog my favourite 😃#nofilter
So #excited to be #alive #lovinglife #more and #more every day 😉
A few #roses for #mygirls 😃
Hey #turquoise lovers come to #nanaimo #nofilter #naturals #beautiful
#always #live your life to the #fullest #promise you won’t regret a #second
An #amazing #prescription for #happiness : when it’s snowing go out and #run for 6K 😁
Hey Nanaimo it’s #snowing in #fall , love it 😃
Come check us out at #northtowncenter grab a few #books and #help us with our #iran local and #international #projects #rotary
Come visit us and try your #chance to #win a $100 #giftcard at Nanaimo #fall #home #expo
From my#parents #garden #iran 😃 artist my sister 😍
It’s pumpkin-everything season! Here are some healthy fall recipes for you to try.
cookinglight.com When the air is crisp and the leaves start to fall, you'll love recipes that showcase the season's best flavors. The smell of apples and ...
The reason for downsizing may not always be financial. Research shows that people living in the downtown core of urban centers report having a lower BMI simply from running their errands on foot instead of by car. If you’re thinking of moving, here are 3 things you should look for in your next neighbourhood.
sunlife.ca Thinking about downsizing? Consider your health as well as your wealth.
Had a wonderful day at first Nanaimo/Gabriola FAM tour
Thanks to Gina Bethell of @viccnanaimo, Tammie Hennigar #gabriolachamberofcommerce for organizing the event @gabriolaisland also owners and managers of these places:
woodfired restaurant & catering for healthy and delicious lunch
@tkhummingbirdlodge for their hospitality
@makecheesewithpaula for the super tasty Cheese
@pagesresortmarina for her kindness and sharing the information
Go-Fish-Charters for awesome smoked salmon and other treats
Ravenskill Orchards for their unique apple ciders
And many more super friendly businesses on Gabriola
Will definitely go back 😃
A firm course has not been set for future rate hikes according to Stephen Poloz. Having financial goals and a plan that anticipates future increases will ensure you are on track to #retirewithconfidence. Contact me to learn more.
beta.theglobeandmail.com In first public comments since Sept. 9 increase, Governor says central bank set to maintain cautious approach while keeping a wary eye on loonie
Canada represents less than 3% of the global economy. Despite this fact, I often see investors putting their savings into home country investments. It might feel less risky investing in companies you are familiar with, but there are advantages to not keeping all your eggs in one basket. Contact me today for a review of your investments.
sunlife.ca Canada represents less than 3% of the global economy. So why do we insist on investing so much of our savings inside our home and native land?
Are your grown up children still dependent on you? Without financial goals in place, this can be a retirement obstacle. With the right plan, parents can meet their retirement goals while still helping their 30-something-year-old children.
beta.theglobeandmail.com Period of weak growth has made it difficulty for young adults to get established in the work force, but parents may be enabling their children
Dogs- more than a man’s best friend! Trained noses help diabetes service dogs sniff out their owners’ low blood sugar – and even save their lives. Learn more about how this man and his service dog are working together to combat his type 1 diabetes.
sunlife.ca Trained noses help diabetes service dogs sniff out their owners’ low blood sugar – and even save their lives. That’s dogged determination.
I am often asked, which is better, TFSA or RRSP? The answer always varies depending on the individual. Here’s a quick video on some key benefits of a TFSA. Contact me today for a free consultation to see which product is right for you.
bnn.ca As the leading edge of the Internet generation enters its 30s, the latest census from Statistics Canada finds 42 per cent of investors aged 25 to 34 prefer the tax-free savings account (TFSA) to the registered retirement savings plan (RRSP).
Did you know that 45% of Canadians feel an uncomfortable level of stress over their household finances? As an advisor, I am here to partner with you to help you reach your financial goals and #planforthefuture.
sunlife.ca Money troubles can be a problem for your physical, mental and financial health. Find out how taking control of your finances can help you feel better.
#fame ! just #thestart 😎
Stay tuned 😉
37% of tenants don’t have home insurance,15% of those falsely believe that their property is covered by the property owners’ insurance, putting their financial security at risk. Home insurance not only covers tenants’ personal property but it also covers liability.
newswire.ca MONTREAL, Sept. 6, 2017 /CNW Telbec/ - With the annual merry go round of July moves over, and tenants now in their...
Last day of #bloodclinic in #september at #nanaimo they are there till 7 Pm today at Beban park on Bowen rd
Are you or your siblings prepared to care for aging parents? What happens when the siblings can’t agree on eldercare issues? This article shares some tips on how to avoid such family squabbles and respect your parents’ wishes.
sunlife.ca You all love your parents deeply. But you and your siblings may not always agree on how to care for them. Here’s how to avoid such family squabbles.
At #rotary #youth #exchange #infosession #namaimo
The best and safest youth exchange program
Waiting for my #interview in #theshow at #shaw #tv
Everyone would like to imagine a future with perfect health but the right time to plan for unexpected illness is when you’re healthy. This video explains Critical Illness Insurance in under 2 minutes.
Everyone would like to imagine a future with perfect health. But the right time to plan for unexpected illness is when you’re healthy. Critical illness insur...
Rental properties can provide a stream of reliable income for the owner, but turning your principle residence into an income property successfully depends on a number of factors. Contact me today to understand how owning a rental property can affect your financial goals.
thestar.com While rental properties can provide a stream of reliable income, housing experts say the first-timer’s success will depend on a lot of factors.
With increasing debt levels and interest rates, it can take more than just having a budget in place. Learning how to say “no”, avoiding emotional rewards and setting financial goals are just 3 ways you can stay on top of your finances.
bnn.ca CTV's Chief Financial Commentator Pattie Lovett-Reid offers 10 ways to take control of your financial situation before it’s too late.
Meeting your savings goal can be easier said than done. As an advisor, I can help you set goals and prepare for the future. Here are 3 tips to help you stay motivated and on the right track.
thestar.com It's easy enough to set a savings goal, but it can be really tough to actually achieve it.
If you have ever shopped around for life insurance, you have probably found that term versus permanent insurance is usually presented as an either-or decision. This article helps you understand how they work. If you have any questions, I’m here to help.
sunlife.ca Deciding what to buy – term, permanent or universal life insurance – doesn’t have to be an either/or choice. You may need more than one type
You want to start planning for the future but not sure where to begin? Check out this quick 3 minute Bright Start tool for a personalized list of products and resources to help you get started.
sunlife.ca Answer a few quick questions with our Bright Start Tool to get personalized results for your life, health, savings and retirement needs and goals.
#trusted #advisor #clients #testimonial #insurance #investment
The Bank of Canada raised its benchmark interest rate for the second time this year due to the economy’s strong performance. This means the cost of borrowing will increase for anyone without a fixed rate. Contact me today for a free review of how this increase will affect your financial plan.
ctvnews.ca The Bank of Canada is once again raising its benchmark interest rate as it sees the economy's powerful performance pointing to broader, more self-sustaining growth.
Diving into your finances can seem like a daunting task but that’s what a financial advisor is for - to ensure that you are on the right path. Let’s set up an appointment today to review your financial plan and #buildforthefuture.
sunlife.ca Career? Check. Wedding? Check. House? Check. Financial plan? Hmm – it’s time I ticked this important item off my to-do list for 30-somethings.
With the United States still reeling from the aftermath of Hurricane Harvey, officials are warning that another storm could also lead to widespread damage. Here are 5 things Canadians should know about Hurricane Irma.
globalnews.ca The Canadian government has issued an advisory urging residents to avoid non-essential travel to the areas affected by Irma.
As a new parent, you have to navigate your way through many big decisions. Saving money for your child’s education is one of them. How do you save for something that seems so far away? Here are 5 simple ideas that can help you build that tuition fund.
sunlife.ca Sarah Deveau, author of Money Smart Mom: Financially Fit Parenting, provides smart ideas for putting money aside for your child’s education.
Did you know millionaires spend 8 hours per month, on average, managing their finances? This is why spending time building a financial plan and ensuring you stay on track month-over-month is the key to #financialfreedom. Contact me today so we can begin building a plan for you.
bnn.ca It turns out Canadians care about savings, just not all time, according to a report from ratehub.ca. CTV’s Chief Financial Commentator Pattie Lovett-Reid explains why.
If you were travelling this past weekend, you most likely noticed the jump in prices at the pump. Hurricane Harvey, which swept through southern U.S, was mostly to blame. What is the highest price you’ve seen at the pump this week? #oilprices
sudbury.com Most Greater Sudbury stations are hovering around 126 cents per litre today after jumping to around 130 at the beginning of the weekend
We are in a new digital age and the way Canadian’s shop for cars has changed a lot over the years. Here are 6 tips and tools for buying your next car so you can get the most out of your trip to the dealership.
sunlife.ca Whether you’re buying your very 1st car or you’re finally trading in ol’ Betsy after 10 years, here’s how to get the best deal in the digital age.
Holistic, comprehensive financial advising.
I will work closely with you to grow your savings, make tax-smart investments and protect yourself from the unexpected. Talk to me, no cost, no obligation.
Mike’s clients know the benefit of having re imagined what their advisor should be doing for them. He looks forward to sharing how he can help you too.
JWM Financial is an independent wealth management company, specializing in investment management, financial planning, insurance, and communication.
Established in 2017, the Art of Finance is a not really for profit, cost recovery business. The goal is to help/advise fellow millennial and upcoming Generation Z on their finances and guide them through predatory banks and sneaky financial sales pros.
Rick Kowalchuk's 30 years of investment experience will work with you in developing a portfolio that’s right for you, now and far into the future.
I help people close to retiring/retired plan a great lifestyle and never worry about running out of money. Consultant, Investors Group Securities Inc.
Pacific Group Wealth Management is a leading investment advisory firm, providing financial planning and wealth services to Vancouver Island and Vancouver
Business Planners Financial Ltd. is dedicated to assisting clients with the preservation and enhancement of wealth. We work with business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth.
Since 1926, we've been helping Canadians achieve their life goals. We can help you get more out of your money, so you can get more out of life.
We are a father and son team who has been providing Nanaimo and the surrounding communities with complete financial advice for close to 30 years.