Yulfiya Mamatkhanova - Financial Security Advisor, Sun Life

12/12/2025

As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat!

https://bit.ly/44o0s29

12/04/2025

Did you know permanent life insurance can provide lifelong protection and a chance to grow cash value over time? It’s never too early to start talking about flexible options that will work with your evolving financial strategy. Let’s chat about the best solution for you. https://bit.ly/4oMbWnC

12/01/2025

As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

Need help balancing your financial goals with holiday cheer? Let's chat!
https://bit.ly/440f3k9

11/27/2025

Fast-track your future: six months to launch your advisory career

Ready to kickstart your career? The Sun Life Advisor Development Program (ADP) is a paid journey blending structured training, coaching and real client experience to prepare you for a successful launch to a career as an advisor.

Spots are limited- apply today. Contact me for more details.
https://bit.ly/485A9QD

11/25/2025

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/4aerrRo
Book your appointment today!
https://bit.ly/3M1PFEv

11/22/2025

A TFSA is more than just a savings account!

Watch this short video that breaks down TFSAs in easy terms. Discover:
- How it can help you save for various goals
- The tax advantages it offers

Let's discuss how a TFSA could fit into your financial picture!
https://bit.ly/43HZoWz

https://bit.ly/4oWxcaQ

Find out how a TFSA is a smart way to save and see your savings grow – tax-free. Learn More: https://www.sunlife.ca/en/investments/tfsa/what-is-a-tfsa-video/

11/19/2025

It's Financial Literacy Month.

Sharpen your money skills by:
1. Budgeting like a boss
2. Saving smart (TFSA, anyone?)
3. Tackling debt
4. Starting retirement planning now

Small steps today = big gains tomorrow. Get in touch about how you can fine tune your money matters.
https://bit.ly/4oQ8b1f

11/17/2025

It’s Movember!

November isn't just about growing mustaches — it's about growing awareness around men's health.

Regular checkups with your healthcare provider are crucial for early detection and prevention of health issues. Don't wait until there's a problem to see your doctor — book your upcoming appointment now.

November is also an ideal time to revisit your health coverage. Let's chat about how we can help protect your financial future while you focus on staying your best.
Book your appointment now
https://bit.ly/47JQtX4

11/16/2025

FREE WEBINAR 🚨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.

Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.

Register today:

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex. Join us as we discuss potential pitfalls that you may not be aware of and the imp...

11/14/2025

Curious about RRSPs? Let's break it down!
Book your appointment today
https://bit.ly/482CD0Z

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.
https://bit.ly/47WEapb

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...

11/03/2025

Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.

https://bit.ly/3JtVZDU

Book an appointment here:
https://bit.ly/3JgcfZ9

10/30/2025

Celebrating Small Business Week: October 19-25 🛒💼🖥️

Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.

That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees

Let's connect during to discuss how we can help your business thrive. 🌱