Latitude Financial Services, Inc.
1708 Dolphin Ave, Suite 406 V1Y 9S4 Kelowna, BC, Canada

A little bit of stress is good and essential for survival. But prolonged stress can increase the risk of many stress-related diseases such as cancer, depression, diabetes and cardiovascular disease. Taking healthy steps to reduce our stress levels is important to our overall wellness. Here are some great #tips to try: 1. Meditate or try yoga 2. Find a hobby you enjoy 3. Schedule daily movement or exercise breaks... 4. Eat more stress-reducing foods 5. Avoid strict dieting 6. Cut back on caffeine 7. Improve sleep hygiene 8. Consider acupuncture 9. Go outside and enjoy nature 10. Listen to your favourite music 11. Seek support and connection What are some of your favourite stress reducing activities?

Government benefits last year helped many get through the tough times of being out of work or taking time off to stay at home with kids. Now, tax season is here and you may have to declare the benefits you received and pay some back. Which benefits are taxed and non-taxable? Learn more here.

Sun Life donates to our community! Canada was already facing a mental health crisis and the pandemic only added a new layer of stress. Mental health is one of the key health concerns of our time and Sun Life is committed to building a more resilient Canada, where Canadians are empowered to take charge of their mental health journey. So proud of you Jacquie Haycroft for being a very important voice!

Happy Administrative Professional Day! This team .. no words can express how we at Latitude feel about these amazing people! Thanks for all that you do all year long, with a very big high five mastering this at home situation. Team Work Makes the Dream Work Here’s to You

Calling all parents! We're hosting a FREE event with author & distinguished public speaker, Joline Godfrey. Learn how to equip your kids with financial literacy. Limited tickets available: https://latitudeworkshop.eventbrite.ca

Only 1 week away! Learn how to teach your kids economic self-defense. We're hosting a FREE event with renowned author, Joline Godfrey as featured on Oprah, The Today Show & more. Details & tickets: https://latitudeworkshop.eventbrite.ca

How will your children manage their Finances in the age of AI, biotech, digital & robotics? Join us for a night of learning with renowned author, Joline Godfrey, as featured on Oprah, The New York Times & more. Details & tickets: https://latitudeworkshop.eventbrite.ca

How will your kids manage their Financial values & purpose in today’s social media & consumer culture? Attend our free event with renowned author, Joline Godfrey to learn more: Tickets here: https://latitudeworkshop.eventbrite.ca

At Latitude Financial we want to ensure you have as much information as possible to help you through this very trying time. We are reaching out to let you know that we’re here to help you navigate your savings and investments during this uncertain time. Sun Life will be hosting a free webinar that breaks down investing during volatile times. We’ll be sharing tips to help you think about your own situation and goals. On April 16th at 11am Pacific Time, join host Brian Burlaco...ff for advice on weathering the recent market volatility. We’ll also show you why staying the course will help you come out on top. Brian Burlacoff, MBA M.Acc. CFP CLU CHSTM is a multiple recipient of the financial industry's National Quality Award. He's a published author and sought-after speaker within the industry who's presented on financial planning across Canada, the United States, Mexico, the Caribbean, Europe and Asia. Register now to reserve your place. https://www.sunlife.ca//Global_E_StayingTheCourseInChangin We hope you’re able to join. Sincerely, Your Team at Latitude Financial

Team Latitude Financial... We are here for you!

Good Afternoon, Our team at Latitude Financial wanted to confirm again - We are here for you! We hope that you and your family are in good health and are staying safe. These are very worrisome times. The safety of our clients, team members and community is very important to us.... We know that during times like this, your insurance plans become even more top of mind and due to the global uncertainty your investment portfolio and savings plans are equally important. You may have many questions and we want to assure you that we are here to help answer your questions and concerns. To assist you through this we are making changes to how we do business with you during this time of uncertainty. In concern for the health and safety of our team members and the community at large, here is what we can confirm as of March 25th, 2020: Our Advisors are committed to speaking with you by phone or Zoom Video Conferencing Meetings. We will continue to work daily and be here for you. Our administrative team will be working from home. Our phone number 778-760-2200 is still the best number to call Email may be easier if you prefer at [email protected] We will maintain our regular office hours of 8:30am to 4:30pm to help answer any questions you may have Our investment and insurance team members are working to ensure all transactions are completed for you. New Investment and Insurance applications can be completed through Zoom meetings. Our advisors can meet with you from the comfort of your home or office while they work from their home office. For now, Latitude Financial offices in Kelowna and Vernon will be closed to our clients please call us or email us. We are doing everything possible to support all of our clients. Sun Life continues to support us and are working with us to support you though this difficult time. On a personal note, all of us at Latitude Financial are healthy and safe. Latitude believes in Supporting Healthy People, Healthy Families and Healthy Communities. All of us at Latitude Financial feel compassion for those who have been impacted by this virus. We value you as our clients and appreciate the trust and confidence you have given us. Please reach out to us so we can help you! Sincerely, Our Team at Latitude Financial

Good Afternoon, We are here for you! Like all organizations across Canada and across the world, we at Latitude Financial are closely monitoring developments related to COVID-19. We know you have many questions and we thank you for your patience as we navigate the rapidly-changing landscape and work to provide answers as quickly as possible.... In concern for the health and safety of not only our team members but the community at large, here is what we can confirm as of March 19, 2020: For now, our Latitude Financial offices in Kelowna and Vernon will remain open, however face-to-face meetings are limited only to when no other options are available. If you are visiting our offices, in line with public health guidelines, we kindly ask that if you have travelled outside the country in the last two weeks or are experiencing any flu-like symptoms, please postpone your visit. Give the office a call and we can make arrangements for you to speak with your advisor or an assistant. Our advisors will continue to be available to speak to you on the phone or through Zoom Video Conferencing Meetings. We will continue with our regular office hours of 8:30am to 4:30pm Monday to Friday to answer the phone calls and take your questions. Our investment team and insurance team members are working to ensure all transactions can be completed in a timely matter for you. New Investment applications and Insurance applications can be done through Zoom meetings. Our advisors can meet with you from the comfort of your home or office while they work from their office. Sun Life continues to support us and are working with us and our clients. As one of Canada’s largest insurers, Sun Life has access to information from health professionals nationwide. They are sharing insights, tools and resources to help you care for your health and the health of your loved ones. Sun Life has launched a dedicated page at www.sunlife.ca/covid-19 that we will continually update with the latest information. Latitude believes in Supporting Healthy People, Healthy Families and Healthy Communities. We all take this very seriously. There has been no time like the present to ensure we continue to look after you! Sincerely, Your Team at Latitude Financial

48 Hours left to get your FREE ticket(s) for must-see Author Joline Godfrey, speaking to parents about how to equip kids with lifelong financial well-being, self-sufficiency & resilience. Tickets here: https://latitudeworkshop.eventbrite.ca