Lorna Hainsworth-Popper, PFP

02/03/2026

Do your include a golden retirement?

Boost your retirement savings as a couple with spousal RRSPs.

Reach out to see how spousal RRSPs can help you build a brighter future together!

02/03/2026

Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://bit.ly/4r3ACdc

01/30/2026

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey!

01/30/2026

Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://bit.ly/4t8mdOb

Take control of your financial future. Reach out today to get started!

01/27/2026

As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.

01/27/2026

Check out this new resource I found!

https://bit.ly/464wzVi

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.

Buying your first home is an exciting milestone and a major achievement. But before you dive into house hunting, it’s important to understand the full financial picture.

01/27/2026

Did you know?

TFSAs are individual accounts, but there's a smart strategy for couples:
• You can gift funds to your spouse or common-law partner for their TFSA
• This doubles your household's tax-free savings potential
• Both accounts can grow separately, tax-free!

Reach out to see how we can help boost your family's financial future.

01/26/2026

Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.

01/23/2026

Access helpful resources on financial knowledge developed by professionals in the industry.

https://bit.ly/3Z0hssa

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.

An overview of what Dividend factor investing is and why investors should invest in Dividend factor ETFs.

01/23/2026

How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.

01/22/2026

🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

01/21/2026

Did you know?
Your TFSA can have a successor annuitant.

You can name your spouse or common-law partner to take over your TFSA after you pass away.

Key benefits:
• Maintains tax-free status of the account
• Simplifies the transfer process
• Preserves contribution room, if applicable

Reach out to discuss your estate strategy.