Joe Ferreyro Financial Solutions Inc.

01/19/2026

Curious about RRSPs? Let's break it down!

In less than 2 minutes, learn RRSP basics including:
- How it can help you save for retirement
- The tax benefits of contributing

Watch the video to get started and reach out to discuss your personal RRSP strategy.
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Transcript: What is an RRSP? Simply put, a Registered Retirement Savings Plan, or RRSP, is a type of savings account that helps Canadians save for their retirement. How does an RRSP work? You can hold a variety of investments in your RRSP, like: stocks, bonds, GICs, and mutual funds. Any contributions or growth within your RRSP help you defer taxable income. This means you can defer taxes this year when you contribute, and defer taxes on any investment growth, until you choose to access the funds. For most, withdrawing from your RRSP at a later point in life means paying less tax. Think of it this way: you’ll probably be in a lower tax bracket when you’re retired in your 60s or 70s. So you’ll be paying less tax when you withdraw from your RRSP at that age. What’s your RRSP contribution limit? Your yearly contribution limit is 18% of your earned income, plus unused room from earlier years. Any money you put into an RRSP, up to the limit, reduces your taxable income for that year. Your RRSP contribution limit is calculated each year and will appear on the Notice of Assessment you receive after filing your taxes. For more tips and tools, visit sunlife.ca.

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Find out, in simple terms, what an RRSP is and how it can help you save for retirement. Learn More: https://www.sunlife.ca/en/investments/rrsp/simply-put-wha...

01/17/2026

Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.

Begin the new year right, here’s how to start building healthy money habits now >>> https://bit.ly/49Ery6T

01/16/2026

Dreaming of your ideal retirement? Let's help make it happen!

Use the Sun Life RRSP Calculator to find out if you're on track to make your retirement dreams come true.

Try it now: https://bit.ly/4qiQhVs

Questions? Reach out to discuss your unique situation. https://bit.ly/4qwrTzY

01/15/2026

It's never too early (or late) to boost your retirement savings. Learn how catch-up contributions and tax-efficient strategies can help accelerate your retirement readiness.

https://bit.ly/4jH7pl6

01/13/2026

New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://bit.ly/45FsEhu

01/12/2026

Don't miss out on this chance to boost your retirement savings!

Make sure to contribute to your RRSP account before March 2, 2026.

Take advantage of this opportunity to help grow your money tax-free and reduce your annual taxable income.

Want to maximize your RRSP contributions? Let’s chat. https://bit.ly/4qGUWQW

01/09/2026

Maximize your RRSP before the deadline!

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!

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01/08/2026

Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.

https://bit.ly/3LkCM8E

01/07/2026

You’re invited to attend a Building your wealth through investing on Wednesday, January 14th at 7 PM.

During this session, you will learn:
• How to define priorities and identify investment options
• How to benefit from tax-deferred investments
• How to manage risk

DATE: January 14th, 2026
TIME: 7 PM
LOCATION: Zoom

Reserve your spot now! https://bit.ly/3LpvNuT

01/06/2026

Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://bit.ly/3Lzyme3

01/05/2026

Are you an individual business owner, looking for peace of mind when it comes to protecting your business and loved ones?

Now you can bundle term insurance and critical illness insurance, receive comprehensive coverage and a 5% discount on CII premiums.

Save money and help secure your future. Get in touch to learn more. This limited time offer won’t last long!
Let's chat https://bit.ly/49iql4X

*Terms and conditions apply.

01/02/2026

Take control of your retirement journey with Sun Life One Plan!

It only takes 5 minutes to:
- Create personalized retirement goals
- Estimate your retirement age
- Project your future income

Whether you're starting out or nearing retirement, Sun Life One Plan helps you visualize your financial future.

Start planning today: https://bit.ly/4sm6FGd

Let's talk https://bit.ly/3KWr3wT