Joe Ferreyro Financial Solutions Inc.

05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.

05/25/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.
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05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

05/22/2026

Access helpful resources on financial knowledge developed by professionals in the industry.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation

South Korea is back on investors’ radar—but is this rally built to last? Dina Ting of Franklin Templeton ETFs unpacks what’s driving the surge—and whether the long-awaited re-rating can endure.

05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

05/21/2026

“Hope is not a strategy.” I’m reminded of this saying when reading the 2026 Retirement Confidence Survey, recently released by the Employee Benefit Research Institute (EBRI).

https://bit.ly/4nIN7tM

It can take creativity, patience, and hard work to make the “working-longer” retirement strategy work for you.

05/20/2026

Building wealth shouldn't stop with your investment portfolio.

For high net worth individuals, Universal Life insurance offers strategic advantages beyond traditional protection:

✓ Opportunities for tax-deferred cash value growth
✓ Tax-free death benefit for estate preservation
✓ Wealth transfer strategies for the next generation

For informational purposes only.
See how Universal Life can enhance your wealth management strategy. Book a meeting today! https://bit.ly/3PwISEY

05/19/2026

Q1 2026 market update: North American markets hit record highs amid global shifts.

As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.

Read the full update: https://bit.ly/3PTwcrP

Have questions about your portfolio? Get in touch to chat.
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05/18/2026

Dive into expert insights on building and preserving wealth in today’s economic landscape.

https://bit.ly/4nFdKjd

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.
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The capital gains inclusion rate isn’t changing for now, but here’s how future changes could affect the capital dividend account.

05/18/2026

Wishing everyone a happy and relaxing Victoria Day long weekend!

May your weekend be filled with great moments, time with loved ones, and a chance to recharge.

Enjoy the holiday and stay safe!

05/15/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/4uOQdyD