Simon Cousineau CLU- Financial Planner, Sun Life

06/18/2026

Discover how permanent life insurance can help safeguard your wealth, smooth portfolio ups and downs and boost your estate value.

Whether you're looking to navigate market uncertainty, want reliable retirement income or hoping to maximize your legacy, permanent life insurance can help deliver the protection you need and the performance you want.

For informational purposes only. Ready to explore this powerful asset? Let's chat! https://bit.ly/4uL41ts

06/17/2026

A TFSA is more than just a savings account!

Watch this short video that breaks down TFSAs in easy terms. Discover:
- How it can help you save for various goals
- The tax advantages it offers

Let's discuss how a TFSA could fit into your financial picture!
https://bit.ly/4uFVAzK
https://bit.ly/43LKnCG

Transcript: What is a TFSA? Simply put, a tax-free savings account, or TFSA, is a type of savings account to help save for any need. How does a TFSA work? A TFSA doesn’t have to be a savings account at a bank. A TFSA can contain a variety of investments like: bonds, stocks, mutual funds, and exchange-traded funds. Money, or contributions, that you put into a TFSA, are made with after-tax dollars. This means you’ve already paid income tax, and won’t need to pay again when you make withdrawals in the future. Plus, you won’t pay tax on any investment growth in your TFSA. Whether you’re saving for a dream vacation, your first home, or your retirement, a TFSA can help. What is your TFSA contribution limit? A contribution limit is the maximum amount you can add to your TFSA each year. The annual TFSA contribution limit changes from year to year. The federal government determines these limits. You’re entitled to the lifetime contributions for every year after you turn 18 and are a Canadian resident. For example, let’s say you don’t have a TFSA and were 18 in 2009, when the government introduced the TFSA. In this case, if you were a Canadian resident throughout that entire time, you’d have full contribution room available. But if you became a Canadian resident in 2015, you’d start gaining contribution room then. The best way to find out how much you can contribute to your TFSA is through the Canada Revenue Agency. Whenever you need it, a TFSA is a smart way to save, and see your savings grow – tax-free. Find more tips and tools at sunlife.ca.

Find out how a TFSA is a smart way to save and see your savings gro...

06/16/2026

Living with diabetes means planning for more than just today. A trusted advisor can help bring clarity and confidence to your finances, so you can focus on what matters most. Learn how thoughtful planning can support your long-term goals: https://bit.ly/4en5pOh

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For Canadians with diabetes, planning ahead is about more than managing costs – it’s about building a future that considers your health, your goals, and the unexpected. Here’s how an advisor can support you.

05/30/2026

Life insurance isn't just about protection, it can be a smart way to build wealth.

When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.

For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!

05/29/2026

When it comes to your portfolio, you don’t have to choose between growth and stability.

Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.

For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://bit.ly/3RG3WJO

05/28/2026

Lorsqu’il est question de votre portefeuille, vous n’avez pas à choisir entre la croissance et la stabilité.

En ajoutant une assurance-vie permanente à votre portefeuille, vous pouvez obtenir le meilleur des deux mondes. Elle peut offrir une volatilité exceptionnellement faible tout en fournissant des rendements historiquement fiables et fiscalement avantageux.

À titre informatif seulement. Vous voulez savoir comment l’assurance-vie permanente peut propulser votre portefeuille? Discutons-en! https://bit.ly/3RQoJKF

05/27/2026

True wealth isn’t just about earning money. It’s about keeping it.

Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.

For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?

Let's chat! https://bit.ly/3ROEH86

05/15/2026

This long weekend is a perfect time to gather with loved ones, enjoy the great outdoors and appreciate the opportunities we cherish in Canada.

Happy long weekend!

04/17/2026

Limited time offer! Help protect your family with Sun Critical Illness Insurance and save on your first year. Prepare for the unexpected and get peace of mind for less. Offer ends July 31.