Elaine M Erhart CFP, CLU, B.A. - Financial Planner, Sun Life

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Elaine M Erhart CFP, CLU, B.A. - Financial Planner, Sun Life Working closely with businesses and families in the community to build your financial future while protecting what you save against unexpected events.

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.

Want your money to work for your family's future? đź’° Creating a plan to help your wealth last for generations takes more...
28/08/2026

Want your money to work for your family's future? đź’°

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4r1LSaR

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
27/08/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/3SZnPfR

From economic shifts to hiring challenges, uncertainty has become part of doing business. Help prepare for the unexpecte...
25/08/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/4zBS2lz

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
21/08/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
21/08/2026

What is your financial personality type? đź’¸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first st...
13/08/2026

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to p...
11/08/2026

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
07/08/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/45L2Wb1

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ Here's how to get s...
06/08/2026

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://bit.ly/4ySSz2e

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help a...
31/07/2026

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://bit.ly/3S6fYwz

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Monday 09:00 - 20:00
Tuesday 09:00 - 16:00
17:00 - 18:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 17:00
Friday 09:00 - 16:00

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