Carolina Henao BIB, CLU, CFP
13270 Yonge St L4E 2T2 Richmond Hill, ON, Canada

Are you looking for ways to give your financial health a boost this new year? Here are 5 goals that can help you take back control of your finances and I can help you get there. Contact me today.

3 key dates to remember this new year: 1. TFSA contribution limit extension 2. RRSP contribution deadline 3. Income tax deadline... I'm here to help you plan through each one. Contact me today!

It’s time to start thinking about your RRSP. The deadline to contribute for the 2020 tax year is March 1st. Get a head start with your #RRSP and contact me today.

As an advisor at Sun Life, I’m here to help you stay on track towards reaching your financial goals. Don’t miss out on earning up to $500 when consolidating your savings to one place. Offer ends January 31st! Contact me today or visit sunlife.ca/consolidate to learn more.

Get the new year started with flexible health goals that are just within your reach. If you’re looking for ways to keep track of your resolutions, I can help. Contact me today! http://bit.ly/LetsGetYouThereFH

Can not emphasize enough the importance of self care, specially during such challenging times where isolation is becoming part of our daily lives. Carving "me time" on a daily basis should be your mantra. #mentalhealth

Set. Reach. Repeat. Discover how I can help you understand your goals, prepare for the unexpected and take advantage of new opportunities. Reach out today.

Did you know that it could cost $80,000 in 20 years to obtain a degree? As education costs continue to climb it becomes imperative that you start to save early. To begin saving for your child’s future, contact me today.

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.

Our current environment has created many unknows and with it, the need to make sure we have our financial house in order. I have invited Keith Masterman, Vice President of Tax, Retirement and Estate Planning at CI Global Asset Management. He will uncover the importance of understanding the types of POAs (Powers of Attorney), limitations and terms, duties of POAs, as well as penalties and liabilities of POAs. This is a must attend WEBINAR. Click on the link below to register.... Date: Thursday, November 19, 2020 Time: 4:00 p.m. https://sunlife-ca.zoom.us//regi/WN_9ARl4T7JTfS6OGPBDLTx8g