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Locality: Oakville, Ontario

Phone: +1 647-632-3799



Address: 401 - 277 Lakeshore Rd E L6J 1H9 Oakville, ON, Canada

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Anupreet Malik 24.03.2021

I’m proud to announce that Sun Life is donating $100,000 to The Emily Stowe Society at Women’s College Hospital Foundation to establish The Sun Life Awards for Excellence in Research. This donation aligns with their focus on diversity, equity and inclusion. It invests in women and diverse individuals who may have historically faced research and academic barriers. To learn more, click here: http://bit.ly/3SLFNews1

Anupreet Malik 18.03.2021

Did you know that you could spend as many years retired as you did working? That’s a long time to cover expenses and have money to pay for your #retirement dreams. So what is something you can do right now to make saving for your retirement easier? If offered, participate in a workplace pension plan. It’s one of the greatest financial benefits in Canada. #pension #planningforthefuture

Anupreet Malik 26.02.2021

Time to reflect on your goals. Are you still staying on track with your professional and personal goals? We are now a few months into 2021. Take time to reflect on the goals you set at the beginning of 2021 and adjust them if needed. As you reflect on your goals, here are some reminders for how to set and achieve them. Learn more here.

Anupreet Malik 24.02.2021

It seems like all of us have hit or are currently hitting a wall. The weight of work, childcare, isolation, uncertainty and more keeps piling up, all while in a global pandemic. If you’re feeling tired, stuck or hopeless, there are things you can do to help break through this wall. It could be helpful to start by: - accepting that these feelings are okay, - remaining in the present, - controlling the controllables,... - escaping for a bit - taking control of something that’s been bothering you and - seeking help Remember, you don’t need to do this on your own. Always ask for help.

Anupreet Malik 09.02.2021

Welcome to the year of the Ox! Wishing you and your family happiness and prosperity for 2021. #HappyLunarNewYear

Anupreet Malik 28.01.2021

Heart month is an excellent time to remind your family and friends that cardiovascular disease can often be prevented by making healthier choices like eating right. Love your heart and yourself. #HeartMonth

Anupreet Malik 15.11.2020

At Sun Life, we understand the importance of setting personal goals when it comes to financial health. We offer many services to help you achieve them all. Let's get you there.

Anupreet Malik 09.11.2020

Since TFSAs were introduced in 2009, they’ve become an important part of many Canadians’ financial plans. Here are 6 ways you can put this terrifically flexible savings account to work.

Anupreet Malik 02.11.2020

As the second wave and flu season are well underway the twindemic has many worried. What can you do to stay calm, prepared and alert right now? Learn the signs and symptoms and how to practice healthy habits.

Anupreet Malik 14.10.2020

If the pandemic has pushed you to an early retirement there are a few things you should consider before following through with plan B. Have questions? Contact me today.

Anupreet Malik 01.10.2020

As an entrepreneur it’s hard to find the right work-life balance. Feeling like you’re constantly chasing the definition of success can become very stressful and not good for your health. Studies show that by focusing more on these 3 things, will help lead to greater happiness and fulfillment.

Anupreet Malik 20.09.2020

Recovering from a serious illness can take up a lot of time, energy and money. Luckily, there are resources that can help. I can help you build a personalized plan that will make it easier for you to focus on what really matters. Contact me today.

Anupreet Malik 10.09.2020

Enjoy the Labour day long weekend, the last holiday of the #summer! #LongWeekend

Anupreet Malik 06.09.2020

Back to school is different in 2020. Join us on September 3rd for a free webinar to help your family prepare. Register now for an upcoming webinar. http://bit.ly/SLFWebinar

Anupreet Malik 31.08.2020

Working from home for the foreseeable future? You may want to touch base with your home insurance provider since your job may give rise to liability that isn’t included or fully covered by your home insurance policy.

Anupreet Malik 26.08.2020

As your Sun Life Advisor, I’m here to help. Feel free to contact to set up an appointment over the phone or a video conferencing meeting.

Anupreet Malik 11.08.2020

Your financial goals are as unique as you are which is why not all personal finance ‘rules of thumb’ are going to work for everyone. By working with an advisor you can tailor your strategy to meet your individual needs. Let’s book a meeting today!

Anupreet Malik 03.08.2020

Have you heard of the work-space-in-the-home tax deduction? If you’re now working from home more than 50% of the time or use a home office to meet Clients, you could be eligible.

Anupreet Malik 25.07.2020

Wishing all Canadians a safe and wonderful celebration this Canada Day! #HappyCanadaDay

Anupreet Malik 15.07.2020

Your summer vacation probably looks a little different. As most of us will be vacationing in our own backyard, if you do plan on going away it’s important to first check the rules of the province you plan to visit before heading out.

Anupreet Malik 29.06.2020

If you’re receiving a tax refund this year think about using it to your advantage like paying down debt or investing in yourself.

Anupreet Malik 24.06.2020

As virtual meetings have become the new norm, they’ve also come with their own set of challenges. Make sure your meetings are productive and a good use of your time with these 5 tips.

Anupreet Malik 14.06.2020

With the beautiful weather comes the launch of BBQ season. Fire up your grill and try one of these 33 delicious options for your next BBQ.

Anupreet Malik 10.06.2020

Some countries will be starting to welcome tourists next month but experts say Canadians may not be ready to take the plunge yet. Here’s what you need to know before you book your trip outside of Canada.