Tony Duong, CFP, RRC - Advisor, Sun Life

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.

05/21/2026

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.

05/14/2026

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

In 2026, private markets are set to reshape how societies build infrastructure, how businesses finance growth and how investors achieve diversification.

05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/4txPy3D

05/06/2026

Free webinar: Your health and wealth - what's the connection?

Thursday, June 11, 2026 12:00 PM, ET

Money stress is real stress. It can impact your sleep, your mood and your health. This webinar will help you discover the link between financial, mental and physical wellbeing and how being prepared makes all the difference.

Register today: https://bit.ly/4fctqIi

05/05/2026

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://bit.ly/3QO2R2c

04/30/2026

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/4n5L42z

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

04/28/2026

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort.

04/23/2026

Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!

04/14/2026

Register for this complimentary upcoming webinar! Q2 Market Outlook - Navigating economic, geopolitical and market uncertainty.

Monday, April 20, 2026 12:00 PM, ET

What will drive markets in the year ahead?

Join Sun Life Global Investments to explore what's really happening with AI, the U.S Federal Reserve and market fragmentation. This session will help you understand why picking the right investments is more important than ever.

Register today: https://bit.ly/3OfrjZr

04/14/2026

Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://bit.ly/4swlhla