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.

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial ...
11/07/2025

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://bit.ly/4r36UW6

秋天來臨，或許正值調整稅務策略的好時機。 以下是一份值得考慮的秋季行動計劃： • 收割稅務虧損以抵銷收益 📉 • 盡用免稅儲蓄帳戶的供款額度 💰 • 審查您的慈善捐款策略 🎁 • 探索收入分拆機會 👥 • 考慮為家人設立...
11/07/2025

秋天來臨，或許正值調整稅務策略的好時機。





以下是一份值得考慮的秋季行動計劃：
• 收割稅務虧損以抵銷收益 📉
• 盡用免稅儲蓄帳戶的供款額度 💰
• 審查您的慈善捐款策略 🎁
• 探索收入分拆機會 👥
• 考慮為家人設立指定利率貸款💸

別將您辛苦賺來的財富交給運氣。聯絡我們，制定個人化年終稅務優化策略，助您達成現時目標。緊記，微小的選擇可能對您的財務未來產生重大影響。立即聯絡我們。

#稅務規劃 #加拿大永明金融

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in you...
11/06/2025

Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.

Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.

Remember, small adjustments now can lead to big comfort later. Let's chat.

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, r...
11/04/2025

Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.

Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your...
10/31/2025

Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://bit.ly/47Atoow

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better....
10/30/2025

Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://bit.ly/434LzkE

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financia...
10/28/2025

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's f...
10/24/2025

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://bit.ly/4htDHPx

Ready to take control of your retirement in just 5 minutes? Sun Life One Plan is a powerful tool to help you: ✅ Create ...
10/23/2025

Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal...
10/20/2025

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/474q5a8.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

10/20/2025

遗产规划至关重要，而选择合适的遗产执行人是该过程中的关键一步。获取关于选择遗产执行人的实用建议：

https://bit.ly/48FK1kG

了解如何：

1. 选择值得信赖的人
2. 考量必备技能
3. 规避常见误区

为家庭未来做好准备。需要指导？联系我们。

#遗产规划 #财务管理 #财务蓝图

10/18/2025

Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://bit.ly/4o4WZxq

Address

5420 North Service Road Unit 401
Burlington, ON
L7L6W6

Opening Hours

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

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