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

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

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.

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right go...
19/06/2026

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.

Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and in...
18/06/2026

Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://bit.ly/4xBXy6M

A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support h...
16/06/2026

A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
12/06/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.

https://bit.ly/4xp8Pan

Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repaym...
11/06/2026

Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial ...
05/06/2026

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!

https://bit.ly/3Q36DEI

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings al...
04/06/2026

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key pers...
02/06/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/4fnWFIr

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% f...
29/05/2026

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.

Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!

You're building your future – let's help make sure it's protected. Whether you're planning for your growing family or t...
28/05/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

Address


Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Elaine M Erhart CFP, CLU, B.A. - Financial Planner, Sun Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Elaine M Erhart CFP, CLU, B.A. - Financial Planner, Sun Life:

Shortcuts

Share