Kyli Haugland-Sun Life Financial advisor
3310 Skaha Lake Rd V2A6G4 Penticton, BC, Canada

Seriously. Pay. Yourself. First. Don't think about it as an annoyance or an "expense". Saving is just future spending for you! ... Questions about how to make the most of your saving? Let's chat.

Is your business eligible? "The new Launch Online Grant program is designed to help over 1,500 eligible small- and medium-sized B.C. businesses adapt to changes in consumer behaviour and pivot to market their products online."

Have you ever wondered what a "Tax-Bracket" is? This is a fantastic article that really breaks it down for you so you can understand what is meant when people are using these terms!

Unfortunately due to restriction our annual SunLife AGM has to be over Zoom this year. Our AGM is essentially a jam-packed day of learning and updates! Despite being virtual, the Greater Okanagan district did not disappoint with their line up for us Advisors.

TFSA's are amazing! Seriously. If you aren't using one, why not!? Side note- just putting money into a TFSA that isn't earning anything isn't really maximizing it's benefits... If yours is just sitting or you don't even know what I mean by that, reach out!

"More than 96 per cent of Canadians aged 60 will survive to age 70, and nearly 50 per cent will live beyond age 90." A recent study showed that by taking CPP at age 60, you could be losing out on $100,000+ in retirement income! There is not a one-size fits all answer for the question of when to take your CPP but it is certainly something worth spending time thinking about and reaching out to a professional!