Elaine M Erhart CFP, CLU, B.A. Certified Financial Planner at Sun Life
300 Lakeshore Dr. Suite 104 L4N 4C3 Barrie, ON, Canada
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Locality: Barrie, Ontario
Phone: +1 705-795-1082
Address: 300 Lakeshore Dr. Suite 104 L4N 4C3 Barrie, ON, Canada
Website: advisor.sunlife.ca/Elaine.Erhart/
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Creating a healthy work-life balance will not only improve your physical, emotional and mental well-being but is also important for your career. Here are 7 great #tips to help you remain balanced in business and in life. #worklifebalance
Good morning! Just a little reminder that each new day, new week, new month and new year are all new beginnings. As George Eliot has said, Let’s forget the baggage’s of the past and make a new beginning. #Motivation #Quotes
Did you know that you could spend as many years retired as you did working? That’s a long time to cover expenses and have money to pay for your #retirement dreams. So what is something you can do right now to make saving for your retirement easier? If offered, participate in a workplace pension plan. It’s one of the greatest financial benefits in Canada. #pension #planningforthefuture
New homeowners - If you’ve just purchased a home or are planning to buy soon, you’re probably weighing your options between mortgage insurance and life insurance. Owning a home will likely be your biggest asset. Protecting that asset in case something were to happen to you is an important step to ensuring your family and loved ones are taken care of. As a homeowner what are your options? You can either: - ensure you have mortgage protection with a life insurance policy from... an insurance company, or - get mortgage insurance from a bank or mortgage lender. Want to know which option is right for you? Let’s set down and discuss your future plan together.
Has Covid impacted your stress levels? It has for me. Work-life balance has certainly changed, causing more stress and affecting productivity. One way to help reduce this tension and improve focus is through meditation. Check out the benefits and how you can start incorporating it into your daily work. #mentalhealth #meditation
What are 3 financial trends we can chalk up to the coronavirus pandemic? Cashless payments, supporting local and saving money. What changes have you found yourself making since the pandemic hit?
Healing foods that support the immune system
Working from home for the foreseeable future? You may want to touch base with your home insurance provider since your job may give rise to liability that isn’t included or fully covered by your home insurance policy. #Insurance
The word "organic" is becoming more popular within the food industry. What does it really mean and what are the benefits? Check out Lumino Health's latest article for the answers :
It’s time to start thinking about your RRSP. The deadline to contribute for the 2020 tax year is March 1st. Get a head start with your #RRSP and contact me today.
As an advisor at Sun Life, I’m here to help you stay on track towards reaching your financial goals. Don’t miss out on earning up to $500 when consolidating your savings to one place. Offer ends January 31st! Contact me today or visit sunlife.ca/consolidate to learn more.
Creating a realistic budget that works can be a great way to kick off Financial Planning Week. Here's how you can start. bit.ly/9budget1
Set. Reach. Repeat. Discover how I can help you understand your goals, prepare for the unexpected and take advantage of new opportunities. Reach out today.
If you have life insurance you may be eligible for a tax break. Find out if your premiums are tax deductible:
Feeling the effects of burnout? You’re not the only one. Covid-19 has brought on a new list of burnout symptoms. Here’s what you need to know.
Having a plan to meet financial goals is important. As an advisor I can help you get there. Let’s connect today.
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