Chantelle Broughton - Advisor, Sun Life

Chantelle Broughton - Advisor, Sun Life Financial Service, Investment Planning, Life Insurance, Critical Illness Insurance, Mortgage Insuran 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.

03/25/2026

Be prepared for whatever your next chapter brings. I can help you reach your financial goals.

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you...
03/18/2026

With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://bit.ly/4sk8jYD

Today is my 40th birthday!!!! Reflecting today on the nearly 17 years since I started this business at age 23. It’s been...
03/12/2026

Today is my 40th birthday!!!!

Reflecting today on the nearly 17 years since I started this business at age 23. It’s been a wild, beautiful ride, and I genuinely feel like I’m standing in the best season of my life!

​I’m so lucky to have a home life filled with love from an incredible husband and our four wild kids. I'm equally lucky to have a professional life filled with a staff that is loyal and goes above and beyond every day, and clients who are the reason I love what I do.

​This business has given me so much, and my favorite part is that we get to grow together. Thank you for being part of my story for the last nearly two decades. I’m just getting started! Let's rock this next decade together. 🥂

Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance c...
03/11/2026

Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.

When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to ...
03/04/2026

When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.

Planning your estate? Don't overlook your RRSP! Designating a beneficiary for your RRSP is an important step to take. He...
02/26/2026

Planning your estate? Don't overlook your RRSP!

Designating a beneficiary for your RRSP is an important step to take.

Here are key points to keep in mind:
- After you pass away, the value of your RRSP is paid to your beneficiary.
- Without a beneficiary, your RRSP goes to your estate.
- A tax-deferred transfer is possible for your surviving spouse or common-law partner.

Help protect your loved ones and your legacy. Let's discuss your options today.

Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s...
02/25/2026

Did you know you can still contribute to your 2025 RRSP before March 2, 2026? Get in touch with me to find out if that’s a good idea for you!

Make your tax refund work harder for you! With your tax return money, you can:  - Build an emergency fund  - Contribute ...
02/24/2026

Make your tax refund work harder for you!

With your tax return money, you can:
- Build an emergency fund
- Contribute to an RRSP
- Tackle credit card debt
- Make an extra mortgage payment
- Contribute to an RESP

Check out this article and discover how you can maximize your tax refund.
https://bit.ly/4tTMhNf

Questions? Let's chat!

Wondering what you can do to make the most of your income tax refund? Imagine putting it to work to better your financial future. Here’s how.

Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws a...
02/18/2026

Family is everything! When you meet with me, we’ll discuss how you can plan to protect them no matter what life throws at you, the expected and the unexpected.

Turning 71 this year? Or know of a friend or loved one who is? Important RRSP decisions ahead! You have 3 options:  1. W...
02/17/2026

Turning 71 this year? Or know of a friend or loved one who is? Important RRSP decisions ahead!

You have 3 options:
1. Withdraw funds (taxed)
2. Transfer to a RRIF (defer tax)
3. Purchase an annuity

Key points to keep in mind:
- There is no tax on direct transfers to RRIF or annuity purchases.
- RRIF/annuity payments are taxable when received.

Share this with someone turning 71 this year or reach out to discuss your options.

Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. T...
02/11/2026

Are you saving enough in your RRSP for the retirement you want? Crunch the numbers in Sun Life's free RRSP calculator. Then, let’s connect and talk about your options.

https://bit.ly/4adGvOZ

Address

7 Street South
Lethbridge, AB
T1J4S3

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