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

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

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!

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.

22/05/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

21/05/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

19/05/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

15/05/2026

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?

14/05/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/4eM7dkq

10/05/2026

Today, Advocis released a new white paper calling for a coordinated, pan-Canadian framework for Financial Advisor and Financial Planner Title Protection.

Across most provinces, these titles can still be used without consistent or enforceable standards, creating confusion for Canadian consumers and increasing the risk of harm.

“Canadians rely on professional titles as signals of trust and competence,” said Kelly Gorman, President and CEO of Advocis. “When someone holds themselves out as a Financial Advisor or Financial Planner, consumers should be able to assume that individual meets a clear, credible standard. This paper outlines a practical path to achieving that consistency across Canada.”

While Ontario has introduced title protection and other provinces are moving in a similar direction, a lack of coordination risks creating a fragmented system that undermines both consumer confidence and advisor mobility.

“There is a real opportunity to build a system that enhances trust and supports better financial outcomes for Canadians,” said Curtis Kimpton, Chair of the Board of Advocis. “Getting title protection right will benefit consumers, advisors, and the broader financial services landscape.”

Advocis is calling on governments to act now, working together to deliver a clear, consistent framework that ensures these titles carry real meaning and Canadians can access trusted financial advice no matter where they live.

Read the full white paper: https://bit.ly/4evXheP
Read the full news release: https://bit.ly/4udj4fQ

10/05/2026