Joe Ferreyro Financial Solutions Inc.

04/20/2026

多个账户、房产与投资—永明 One Plan 帮您统筹整合，让您清晰掌握全局状况。让我们为您统筹规划目标、时间节点和风险承受能力，精准匹配您的需求。

04/17/2026

Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.

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Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

04/17/2026

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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04/16/2026

Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.

04/15/2026

Need content to better understand the financial landscape? I have valuable resources for you.

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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
We are here to help https://bit.ly/3OCN1Xr

04/14/2026

Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.
Let's chat https://bit.ly/4dNngxY

Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.

04/14/2026

Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://bit.ly/4dGkw5j

04/13/2026

Boost your knowledge with this helpful article.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

Let's have a talk https://bit.ly/41PJqsd

A registered retirement savings plan (RRSP) allows savings for retirement to grow tax free in a special plan registered with the Canadian government.

04/11/2026

Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Calgary.

Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.

Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7

Space is limited. Register to reserve your spot:
https://bit.ly/4vpkYeq

04/10/2026

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://bit.ly/47W9YeK

04/09/2026

💰 Myth buster: Are segregated funds really "too expensive"?

What you're getting:
- Maturity and death benefit guarantees
- Potential to lock-in investment growth
- Bypass the estate, saving fees and time
- Potential creditor protection

The value extends far beyond just investment returns. It's comprehensive wealth protection for you and your estate.

Want to understand the full value? Let's talk!

04/09/2026

Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://bit.ly/4cdoq31