Katie Caesar
180 Northfield Drive West Unit 6 N2H 6M6 Waterloo, ON, Canada

I’m excited to share that Sun Life is among the 100 Most Sustainable Corporations in the World for the 12th year in a row. Over 8,000 organizations were ranked on several new key performance indicators (KPIs) as a result of the continuing climate crisis and social concerns raised by COVID-19 and Black Lives Matter. This acknowledgement demonstrates Sun Life's ongoing commitment to creating a sustainable future for Clients and communities.

As an advisor, I have a duty to make sure that Clients are properly positioned to achieve their financial goals. With proper knowledge, tools and planning we can get your finances back on track.

After a year of which many Canadian incomes were erratic, it’s important to understand which tax bracket you fall into. Why? This will help you estimate how much taxes you owe and help you save for any outstanding payments. Did you know that contributing to an RRSP will help reduce how much you’ll have to pay? Contact me today to learn more.

This is a new year. A new beginning. Time for a new mindset. Let go of what’s gone. Be grateful for what remains. Look forward to what’s coming.

What are superfoods and their health benefits? Rich in #vitamins and nutrients, #superfoods can help amp up your #diet and increase your energy. Learn more about what superfoods are and which ones you can add to your grocery list here.

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.

The CRA has released new home office expense rules. They introduced a temporary flat-rate method. This will allow eligible employees to claim a deduction of $2 for each day they worked from home, up to a maximum of $400. Learn more about the new rules here.

https://www.sunlife.ca/en/campaign/connect-video/ Check out my video to see how we can work together!

As costs of care continue to rise, it's important to make sure you're financially protected. Make sure your caregivers and family have the financial support they need. To learn more, watch our short video on the benefits of long-term care insurance. When you're ready to discuss your options, I'll be here.

Have you been meaning to consolidate your savings into one place? Now is a great time to act! Get up to $500 and save on transfer fees, too. Find out more at sunlife.ca/consolidate.

For anyone looking to cut some costs during these tough times, one way to start is by looking at your mortgage insurance. Are you paying too much? Please contact me for a free quote and to discuss your options.

Knowing the facts is key to being properly prepared and protecting yourself and loved ones. Remember to remain calm, practice some simple healthy habits and look to trusted sources for advice

Good news - we can now complete any insurance applications remotely via Zoom video conferencing. Sun Life has also removed the $10,000,000 limit on life insurance policies. Send me a message and we can connect on Zoom!

RRSP Deadline is fast approaching. Contact me today to see how this could benefit your 2019 tax return!

The simplest way to explain the difference between bank protection and individual life insurance.

It PAYS to know a good tax professional.

Toronto business saw an increase of 865% during the Raptor's Championship run. Interesting look at how this could affect our Canadian economy #wethenorth

One. More.Win. The Raptors are one win away from being crowned NBA Champions! Make sure to watch tonight! #WeTheNorth

Attention Sun Life Clients!! Click on the link below for your chance to win! www.sunlife.ca/goregister

Today is Earth Day! Do your part today and EVERYDAY.

Take a page out of Marie Kondo's book when it comes to finances.

Happy Women's Day this March 8th!

Getting close to the deadline but still time to make your 2018 contributions.

Contact me today to find out how contributing can help lower your taxable income and save for the future!

World Cancer Day is an international day marked on February 4 to raise awareness of cancer and to encourage its prevention, detection, and treatment. To learn more visit: www.worldcancerday.org/ For many of us, cancer is an all too common reality. Let's ensure you and your family are protected. Contact me today to find out how!

Sun Life was named in the top 100 Most Sustainable Companies in the world for the 10th straight year!! Only Canadian insurance company in the ranking and highest ranking insurance company in the world (249 others ranked)

Many families don't have a written budget. Can you afford it? Can you not afford it? Use this tool to help you find out.

Don't be a procrastinator! Contact me today to find out how contributing to RRSPs can help you currently and in the future!

Finally!! #FinancialLiteracy

This Sunday, take some time to remember the sacrifices made by our fellow Canadians who currently serve, who have served, and those who paid the ultimate sacrifice.

Sun Life has recently changed to a 0 day waiting period when making a claim! Can you afford NOT to have Critical Illness??