Alex Coetzee, M.Comm

It was great catching up with Adriana Cervantes from the Immigration Society CCIS Calgary today. It has been 3 years since we first connected and I look forward to many years of collaboration moving forward. As we begin to put together the building blocks toward being a one stop support for newcomers to Canada, we will be identifying topics pertinent to newcomers that allow for an easier integration relating to the financial services industry, job market, and a smoother acclimatization into a new home called Canada.

It was great catching up with Adriana Cervantes from the Immigration Society CCIS Calgary today. It has been 3 years since we first connected and I look forward to many years of collaboration moving forward. As we begin to put together the building blocks toward being a one stop support for newcomers to Canada, we will be identifying topics pertinent to newcomers that allow for an easier integration relating to the financial services industry, job market, and a smoother acclimatization into a new home called Canada.

Did you lose your job when the pandemic hit? Have you been struggling to find a new role or simply waiting for better times to apply? Now that time is here. As you prepare your résumé and practice interview questions here are some suggestions to help address pandemic related gaps in your employment history.

Reasons for having a life insurance policy vary from person to person. It depends on your personal situation, needs and goals. As an advisor, it’s my job to take a look at your financial and lifestyle habits to help determine which type of #insurance meets your needs. To discuss your options, reach out to me today to book an in-person or virtual appointment. #lifeinsurance #planforthefuture

Happy Father's Day! Wishing a wonderful Father's Day to all the father figures in our lives: Dad, grandpa, brother, uncle, friend, coach and teacher. Your daily support makes all the difference! Happy Father’s Day!

Iceland trialed a four-day work week with "overwhelming success". Many saw a reduction in hours, while remaining at the same pay rate. Research showed that productivity remained the same or improved in the majority of workplaces. Many workers reported increased mental health and better work-life balance. Sounds like a win-win to me! Would you work a four-day work week? Give a thumbs up for a Yes! and a for an oh yes! #worklifebalance #4dayworkweek

Want to get started on your retirement plan? Find out how much you will need to save and if you’re on track to meet those retirement goals with this 2-minute calculator. Have questions? Reach out to me today!

The 2020 tax filing deadline is coming up fast. Don’t forget to hit the submit button on or before April 30th! Sun Life

Happy Father's Day! Wishing a wonderful Father's Day to all the father figures in our lives: Dad, grandpa, brother, uncle, friend, coach and teacher. Your daily support makes all the difference! Happy Father’s Day!

What is a mutual fund? Simply put, a mutual fund invests in a group of stocks, bonds, or other investments selected by a professional fund manager. A fund manager is someone who: - has experience selecting investments, and - manages buy-and-sell decisions so you don’t have to.... The fund managers may invest in three main types of mutual funds which are: 1. equity funds, that invest primarily in a variety of different kinds of stocks 2. fixed income funds, that invest primarily in bonds 3. asset allocation, or balanced funds, that invest in a mix of stocks, bonds and similar investments. To learn more, watch this quick video!

Underwriting, premiums, and annuity- terms like these can make insurance words sound like a foreign language. Here are 16 of the most commonly misunderstood words in the insurance world. Fellow professionals which words do you find create the biggest confusion for Clients? #underwriting #financialplanning #finance #wealthmanagement

Did you know? You can now view your statements through the my Sun Life mobile app! Check it out by downloading and signing into the app today! Sunlife.ca/mobile

The NBA and the NHL weren’t the only ones worrying about COVID bubbles. Considering the state of markets today, how can an investor protect themselves should this market bubble burst? Here are some tips: 1. Diversify this term has become cliché in investing, but the logic is clear. Rebalancing your portfolio to spread it out over different investments ensures that you’re not putting all your eggs in one basket 2. Be purposeful Ignore FOMO and think for yourself. Stop ...and reflect on your own perceptions and values before picking an investment 3. Seek advice Don’t be afraid to reach out to your advisor to ask questions and seek advice. For questions about your investments, reach out to me today.

The 2020 tax filing deadline is coming up fast. Don’t forget to hit the submit button on or before April 30th! Sun Life

Are you saving for your first home, a dream vacation or retirement? If so, a Tax-Free Savings Account (TFSA) can help you get there. Not sure what a TFSA is? Simply put, it’s a registered tax-advantaged savings account that can help you earn money, tax-free! Want to learn more? Watch this short video or reach out to me today! #savings #retirementsavings #financialfreedom

Did you know? You can now view your statements through the my Sun Life mobile app! Check it out by downloading and signing into the app today! Sunlife.ca/mobile