Stuart Tipper RRC - Business Development Partner at Sun Life
Helping people achieve financial security and build towards the retirement they want for themselves. It's never too soon or too late to get started.
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. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
11/11/2022
6 things you may not know you can do with RRSPs
Did you know you can use your RRSPs for more than just saving for retirement and paying less income tax? It can help you buy your first home, go back to school and many other things. Reach out to me to see how you can use your RRSPs.
6 things you may not know you can do with your RRSP Did you know you can do more with your RRSP than just save for retirement? Find out what and how.
11/09/2022
Just starting out financially? Learn from these mistakes
Are you ready to start thinking about your financial future? Learning from others’ experience can help. This article covers the basics of spending, saving and earning. Do you have questions about how to get started? I’m here to help.
Just starting out financially? Learn from these mistakes - BNN Bloomberg Liz Weston from NerdWallet gathers insight from personal finance experts on what they wish they could have told their younger selves about money.
11/07/2022
Market uncertainty leads to investor passivity at the wrong times
Knowing what to do during market volatility can be difficult. But ignoring your investments and hoping for the best is not the smartest move either. Let’s meet to discuss your portfolio and understand how you should move forward.
Noah Solomon: Market uncertainty leads to investor passivity at the wrong times Noah Solomon: Refusing to change your portfolio in response to changing conditions is one of the costliest mistakes in investing. Read on
11/05/2022
Why fall is the best time to make resolutions
There’s no need to wait until the new year to start working towards your goals. Need help fixing up your finances this fall? Reach out to me to set up an appointment
Why fall is the best time to make resolutions Why wait until the New Year to start working on your health, fitness and money resolutions? Here’s why you should get going now.
11/03/2022
Deciding when to retire
There are many things to consider when deciding when you should retire. I can help you review your options. Reach out to me to discuss your retirement plan
Deciding the Best Time to Retire Choosing when to retire is one of the most important decisions you’ll ever make. People typically do so when they’re older, but not every retiree is considered a senior citizen....
11/01/2022
Discussing inheritances with loved ones now more important than ever.
Inheritance can be a touchy subject, but it's an important one. In this economic climate, it's harder for younger generations to get ahead financially. Despite this, many young people assume they will receive an inheritance and their spending habits may reflect that. To set your family up for success, it's crucial to talk about it early. Reach out to me if you need any guidance before you have your discussion
Advice | Discussing inheritances with loved ones now more important than ever: experts When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list.
10/30/2022
How much does it cost to own a home?
Owning a home goes beyond just paying your mortgage each month. This article explains the initial costs, ongoing expenses and how the real estate market affects your mortgage payments. Let's set up some time to go over your finances to see if you're ready to buy a house.
How much does it cost to own a home? Whether it’s a bungalow, condo or duplex, buying a home is a huge accomplishment. But owning a home is also a significant financial responsibility.
10/28/2022
Being an executor can be time consuming and expensive at a time of great grief
Taking on a executor role is something many people feel is their duty, especially since it's usually for a parent or family member. Before you accept this responsibility, make sure you know what you're getting into. It can become a complicated, time-consuming and expensive process. This article highlights what you can expect.
Being an executor can be time-consuming and expensive at a time of great grief If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.
10/26/2022
How to talk to your boss about your mental health
Your mental health is important. If you are struggling at work due to anxiety or stress, you're not alone. According to experts, opening up to your boss about your mental health can help with your recovery. This article provides three tips for talking to your boss about mental health.
How to talk to your boss about your mental health It may be tough to talk to your boss about your mental health, especially amid the COVID-19 situation. But experts say having the conversation can help your recovery.
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