Lorna Hainsworth-Popper, Sunlife

Lorna Hainsworth-Popper, Sunlife PFP, Financial Planner. Tailored Solutions. Guilding Your Financial Future with Confidence. I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP ...
12/05/2025

Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:

• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being

Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts

Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!

During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial we...
12/04/2025

During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses

Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://bit.ly/4oue1nL

12/02/2025

🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.

12/02/2025

策略性捐款選項不僅能擴大您的慈善影響力，亦可優化稅務效益。

歡迎與我們探討如何透過具有稅務效益的捐款實現您的慈善目標與財務策略。立即預約諮詢，與我們商討您今年及未來的慈善捐款計劃。

12/01/2025

通过策略性捐赠方案，在实现慈善价值最大化的同时，获得更多税务优惠。

让我们一同探索税务高效型捐赠如何与您的慈善目标与财务规划完美契合。立即预约咨询，规划您今年及未来的慈善捐赠计划。

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save...
11/28/2025

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️ Let's chat about making y...
11/27/2025

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come. Conside...
11/25/2025

As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.

Tax season is right around the corner. ✅ Gather all income documents (T4s, T5s, etc.) ✅ Collect receipts for deductible...
11/22/2025

Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.

Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the...
11/20/2025

Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats. Here are some...
11/18/2025

With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

随着季节变化，也到了考虑根据自身财务状况调整税务策略的时候。 以下是一份值得考虑的秋季行动计划： • 出售价值下跌的资产，抵消已实现的收益 📉 • 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰 • 评估慈善捐赠策略🎁 ...
11/18/2025

随着季节变化，也到了考虑根据自身财务状况调整税务策略的时候。



以下是一份值得考虑的秋季行动计划：

• 出售价值下跌的资产，抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸

切勿心存侥幸，别将自己辛苦赚来的钱交给运气。让我们携手合作，制定符合您当前目标的个性化年终税务优化策略。请谨记，微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。

#税务规划 #加拿大永明金融

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5420 North Service Road Unit 401
Burlington, ON
L7L6W6

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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