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Locality: Guelph, Ontario

Phone: +1 519-780-5448



Address: 400 Elizabeth St, Unit I N1E2Y1 Guelph, ON, Canada

Website: advisor.sunlife.ca/optim.financial

Likes: 14

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Kevin Bewick 18.05.2021

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?

Kevin Bewick 05.05.2021

I am pleased to congratulate Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. & Senior Vice-President, Distribution, on being named among Canada’s Leaders of Change by @InsuranceBusinessCanada. Rowena is a fearless leader, passionate mentor and bold change agent. She is being recognized as a trailblazer for her work promoting diversity, equity and inclusion while driving transformational change in the insurance industry. Find the full story here. https://bit.ly/3wOlowO

Kevin Bewick 24.04.2021

Registered Retirement Savings Plans (RRSP) are great investment vehicles and can hold a variety of options including: - stocks, - guaranteed investment certificates, - bonds,... - mutual funds, - segregated funds, - and even cash. When investing in an #RRSP, you are taking advantage of 2 key benefits that this type of plan offers. Growing your money tax-free until you need it and reducing your taxable income by the amount you contribute. Want to learn if an RRSP is right for you? Contact me today.

Kevin Bewick 21.04.2021

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

Kevin Bewick 18.04.2021

Do you know what term life insurance is? Simply put it’s insurance that covers you for a specific period of time with a payment amount that stays the same. Want to know if this type of insurance is right for you? Reach out to me today.

Kevin Bewick 07.04.2021

Consuming too much negative news can impact our physical and #mentalhealth. Here’s why #doomscrolling is bad for you and how to stop. #LuminoHealthy

Kevin Bewick 06.04.2021

If your money is slipping through your fingers try this 4 step process to help keep on top of your spending. 1. Set a savings goal. This could be putting away money to your #RRSP or saving up enough to pay off a debt. 2. Track your spending. Use Sun Life’s budget calculator to get started! 3. Determine what you need to cut out. This is the tough part. Evaluate your needs versus wants and pare down where you can.... 4. Review and assess continually. Regularly assess your budget to see if you’re getting closer to your goals. For help creating your #budget, contact me today for a no cost financial review.

Kevin Bewick 31.03.2021

I’m proud to announce that Sun Life is donating $100,000 to The Emily Stowe Society at Women’s College Hospital Foundation to establish The Sun Life Awards for Excellence in Research. This donation aligns with their focus on diversity, equity and inclusion. It invests in women and diverse individuals who may have historically faced research and academic barriers. To learn more, click here: http://bit.ly/3SLFNews1

Kevin Bewick 16.03.2021

Are you finding it difficult to manage your money together? Financial conversations become even harder when you throw in a pandemic and all sorts of stressful triggers such as job loss, remote work struggles, homeschooling woes and anxiety. Here are 8 #tips for couples hoping to stay on top of their finances together. 1. Strike up the conversation 2. Set a regular ‘date’ to talk about your finances 3. Set shared goals together... 4. Share in the responsibly 5. Talk about how to pay the bills 6. Decide if having a joint account may be beneficial 7. Understand the implications of a joint account 8. Don’t be afraid to ask for help For help on how to navigate your financial situation contact me today. We can review your goals and priorities and make the right decisions for you and your family.

Kevin Bewick 28.02.2021

As costs of care continue to rise, it's important to make sure you're financially protected. Make sure your caregivers and family have the financial support they need. To learn more, watch our short video on the benefits of long-term care insurance. When you're ready to discuss your options, I'll be here.

Kevin Bewick 25.02.2021

Getting ready to buy your first home? Did you know contributing to your RRSP can be a great first step? Let's see what your #RRSP can do for you.

Kevin Bewick 17.02.2021

Want to achieve your retirement goals? Don’t forget to contribute to your #RRSP before the March 1st deadline.

Kevin Bewick 15.02.2021

The new year is a good time to set new goals, including planning for your retirement. Let’s talk about the options right for you.

Kevin Bewick 12.02.2021

COVID-19 forced millions of people to work from home. You may have set up your home office with desks, printers, high-speed internet and expensive ergonomic chairs. Now you're probably wondering, can I deduct these expenses from my taxes? Before you start looking into what you can claim, you'll first want to check if you're eligible.

Kevin Bewick 04.02.2021

We’d all like to imagine a future with perfect health. The right time to plan for the unexpected is when you're healthy. Simply put, critical illness insurance can help you focus on your health and not your finances, if you become seriously ill. Learn more with this quick video.

Kevin Bewick 24.01.2021

Looking for financial resources to help you choose the level of protection that’s right for you should you need long-term care later in life? Sun Life can help! Check out our new web page to learn more, http://bit.ly/LTCIRHASLF.

Kevin Bewick 29.12.2020

I’m proud to share that Sun Life has been named Canada's Most Respected Life Insurance Company by Canadians. Working with a company that is fueled by a Purpose to help Canadians achieve lifetime financial security and live healthier lives has never been more rewarding than it is today. #SunLifeStrong

Kevin Bewick 25.12.2020

During uncertain times, it helps to have some type of financial security on your side. That’s where temporary life insurance can be a helping hand. Contact me to learn more.

Kevin Bewick 09.12.2020

If the pandemic has pushed you to an early retirement there are a few things you should consider before following through with plan B. Have questions? Contact me today.

Kevin Bewick 26.11.2020

It’s a common misconception that our government health insurance will cover all of our health-care costs. There are a lot of expenses that might not be covered if unexpected health changes occur. That’s why it’s important to have continued protection in every stage of life. Need help choosing the right plan for you? Contact me today.

Kevin Bewick 22.11.2020

With tax season not to far off, it’s a good time to review how any early RRSP withdrawals can affect your 2020 tax bill. #RRSP

Kevin Bewick 09.11.2020

36 people have already won more than $25,000 in Visa* Prepaid Cards and President’s Choice gift cards! There’s still a draw left where you could win. Sign in to your sunlife.ca account for your chance to win! Check out the full contest rules: www.sunlife.ca/contestrules

Kevin Bewick 04.11.2020

Are you considering accepting an early retirement offer? When it comes to questions and concerns about retirement, you're not alone. As an advisor, I can walk you through your options and help you prepare for the future. Reach out today.

Kevin Bewick 15.10.2020

Sun Life Clients- LAST CHANCE to enter to win a $2,500 Visa* Prepaid Card. What are you waiting for? Check out the full contest rules: www.sunlife.ca/contestrules