Kevin Bewick
400 Elizabeth St, Unit I N1E2Y1 Guelph, ON, Canada
Category
General Information
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
Reviews
Facebook Blog
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?
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
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.
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
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.
Consuming too much negative news can impact our physical and #mentalhealth. Here’s why #doomscrolling is bad for you and how to stop. #LuminoHealthy
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.
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
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.
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.
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.
Want to achieve your retirement goals? Don’t forget to contribute to your #RRSP before the March 1st deadline.
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.
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.
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.
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.
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
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.
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.
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.
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
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
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.
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
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