What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Carmine Maddalena - Advisor, Sun Life

Home
Canada
Osoyoos, BC
Carmine Maddalena - Advisor, Sun Life

Financial Dream Solutions is a multi-agent corporation with offices in Kelowna, Penticton, Osoyoos, I am a Sun Life Financial advisor.

I am pleased to be associated with Financial Dream Solutions Inc. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection

Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) In

c. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

06/12/2024

Do you spend most of your day working at a desk? How about relaxing by bing watching the latest 'it' series? No shame here.. there's tons of great shows out there!

At the end of the day, it's all about balance and keeping your physical health at the forefront. Here's a few reasons why exercise could save you money:

An inactive, or sedentary lifestyle, with too much sitting and not enough exercise, is bad for you. It can also cost you more on insurance. Visit sunlife.ca to find out why and what you can do about it.

06/10/2024

Thanks to good nutrition and medical advances, Canadians are living longer than ever before! But, you may be worried if your life savings will last as long as you do.

Meeting with a financial advisor can help you quantify your longevity risk and help you to choose investments to guarantee a steady stream of income.

Here are 3 investment products to consider:

You’re expected to live longer than your parents. Will you have enough retirement income to last for the rest of your life? Learn more about guaranteed investment products.

06/07/2024

Dreaming of travelling extensively during retirement, but wondering whether you can afford it? The great news is, you can do it!

Here are 5 tips to ensure you're making the best use of your travel dollars in retirement:

Now that you’re retired, you have all the time in the world to travel – but can you afford it? And what about your health? Check our tips for saving money and looking after yourself.

06/05/2024

Building a financial plan can feel tricky, especially when you’re in your 20s or 30s and just starting out. It’s a time where you may be balancing many priorities, like paying debts and planning for your future.

It may feel tempting to put off your financial issues, but here are three reasons why you should reconsider:

There are perks to buying life insurance in your 20s or 30s. Find out more.

05/13/2024

It is essential to know and understand the way our savings are taxed to help you avoid any surprises come tax time.

Here are 7 taxes on investments to keep in mind:

Understanding the way your savings are taxed will help you avoid nasty surprises at tax time.

05/09/2024

Thinking about how you'll support yourself through retirement, all while finding the right balance can be overwhelming.

- Are you better to hold off for another few years? And,
- Is there such a thing as the perfect timeline?

Here’s what to keep in mind before you tap into these pensions.

You can start collecting your CPP and OAS benefits in your 60s. But is it better to hold off for another few years? Here’s what to keep in mind before you tap into these pensions.

05/07/2024

Despite inflation posing as a hindrance to travel plans, over 69% of Canadians in 2023 enthusiasm for travel remains strong! And nearly 79% of Canadians express intentions to travel outside of their province or territory in 2024.

Discover your accommodation personality and check out these online options to help you stretch your travel budget:

Looking to make the most of your vacation budget? Uncover your accommodation personality and explore these online options to maximize your savings.

04/25/2024

The Canadian government released the 2024 Federal Budget today, the annual fiscal and economic report.

Curious what Canada’s budget means for you and your money? Read further for what we feel are some highlights:

How will Canada’s 2024 Federal budget impact your money and your budget this year and in the future? We’ve highlighted some key insights.

04/23/2024

When it comes to investment income, how much tax you pay depends on:

- Your personal situation and
- How you structure your investment portfolio.

To help, here are some answers to questions about how and when you pay tax on your investments.

Taxes may be inescapable, but your choice of investments can have a huge impact on how much tax you pay.

04/18/2024

Asset allocation can be an effective way to help manage risk in your investment portfolio.

Are you a young investor saving for retirement?
Maybe you're getting closer to retirement..

Regardless of age it's never too late to learn how you can manage risk in your portfolio by selecting a mix of investments to suit your risk tolerance, time horizon and financial goals.

Simply put, asset allocation is a strategy that involves selecting a mix of investments appropriate to your risk tolerance, time horizon, and financial goals.

04/16/2024

What is a TFSA?

Simply put, it's a tax-free savings account to help save for any need. Now, it doesn't have to be a savings account at a bank - it could also contain a variety of investments like bonds, stocks or mutual funds.

Curious how a TFSA works? Watch this brief video to learn more:

Find out how a TFSA is a smart way to save and see your savings grow – tax-free.

Address

8507 Main Street Suite 2
Osoyoos, BC
V0H1V0

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+12504952161

Website

http://www.sunlife.ca/carmine.maddalena

Alerts

Be the first to know and let us send you an email when Carmine Maddalena - Advisor, Sun Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.