Lorna Hainsworth-Popper, PFP

03/10/2026

Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.

03/10/2026

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://bit.ly/40o6q0G

03/09/2026

报税季不仅仅是提交申报表——更重要的是提前做好规划。从 RRSP （注册退休储蓄计划）供款到收入分拆策略，现在就可以采取行动，为明年及未来更好地规划您的财务。

欢迎与我们联系，了解哪些策略最适合您。

03/09/2026

報稅季不僅僅是提交申報表——更重要的是提前做好規劃。從 RRSP（註冊退休儲蓄計劃）供款到收入分拆策略，現在就可以採取行動，為明年及未來更好地規劃您的財務。

歡迎與我們聯繫，了解哪些策略最適合您。

03/06/2026

From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.

03/05/2026

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://bit.ly/4sckwP3

03/05/2026

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://bit.ly/4udmik0

03/03/2026

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

02/28/2026

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://bit.ly/4r2vBAy

02/27/2026

Planning your estate? Don't overlook your RRSP!

Designating a beneficiary for your RRSP is an important step to take.

Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.

Help protect your loved ones and your legacy. Let's discuss your options today.

02/26/2026

Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://bit.ly/46udKvb

02/24/2026

Make your tax refund work harder for you!

With your tax return money, you can:
- Build an emergency fund
- Contribute to an RRSP
- Tackle credit card debt
- Make an extra mortgage payment
- Contribute to an RESP

Check out this article and discover how you can maximize your tax refund.
https://bit.ly/4kR4as0

Questions? Let's chat!

Wondering what you can do to make the most of your income tax refund? Imagine putting it to work to better your financial future. Here’s how.