Lorna Hainsworth-Popper, Sunlife

Lorna Hainsworth-Popper, Sunlife PFP, Financial Planner. Tailored Solutions. Guilding Your Financial Future with Confidence. 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/3FevgFo. 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.

🍁 November is Diabetes Awareness Month Did you know? If you're living with diabetes, you may qualify for the Disability ...
11/14/2025

🍁 November is Diabetes Awareness Month

Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.

-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years

Learn more about qualifying: https://bit.ly/48flMcj

Questions about how the DTC or other financial solutions can support your health journey? Let's connect!

11/13/2025

Is your wallet feeling more 'oh no' than 'ho ho ho' this season?

Don't let holiday spending get you down, sleigh your budget with these tips:
-Make a list, check it twice (budgets are nice!)
-DIY gifts = extra merry & bright
-Shop sales (or regift) like a frugal elf would

You can also use your TFSA for short-term saving. It's like a magic sack for your holiday cash. Remember, the best gift is time together. Create memories, not debt this holiday season! 🏡❤️

Want to chat about keeping your finances festive all year round? Reach out before 2025 gets away.

As the leaves change, maybe your tax strategy should as well. Here's an autumn action plan to consider: -Harvest tax los...
11/11/2025

As the leaves change, maybe your tax strategy should as well.

Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸

Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial ...
11/07/2025

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://bit.ly/4r36UW6

秋天來臨，或許正值調整稅務策略的好時機。 以下是一份值得考慮的秋季行動計劃： • 收割稅務虧損以抵銷收益 📉 • 盡用免稅儲蓄帳戶的供款額度 💰 • 審查您的慈善捐款策略 🎁 • 探索收入分拆機會 👥 • 考慮為家人設立...
11/07/2025

秋天來臨，或許正值調整稅務策略的好時機。





以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸

別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。

#稅務規劃 #加拿大永明金融

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in you...
11/06/2025

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, r...
11/04/2025

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your...
10/31/2025

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://bit.ly/47Atoow

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better....
10/30/2025

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://bit.ly/434LzkE

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financia...
10/28/2025

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's f...
10/24/2025

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://bit.ly/4htDHPx

Ready to take control of your retirement in just 5 minutes? Sun Life One Plan is a powerful tool to help you: ✅ Create ...
10/23/2025

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

Address

5420 North Service Road Unit 401
Burlington, ON
L7L6W6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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