Paton Financial Services

A Registered Retirement Savings Plan (RRSP) not only helps you save and prepare for a comfortable and secure retirement. It can also reduce your tax bill! If you’re not sure how they work, I’m here to help. Let’s book an appointment for this new year to kick-start your financial goals. https://bit.ly/12RRSP1

As the COVID-19 pandemic continues over the holiday season, a new kind of stress is emerging. How do you plan a relaxing holiday after a particularly challenging and emotional year? Here are 6 #tips to help you keep the celebrations calm. https://bit.ly/12holidays1

Determining the right drawdown strategy depends on your personal situationin particular, the amount of income you expect to receive in retirement. Let’s sit down and look at the opportunities you have and determine what’s right for you. #planningforretirement https://bit.ly/12retirement1

Want to conserve funds this holiday season? Here are 4 #tips to help you stick to your budget and make the most of your quality time at home. https://bit.ly/12budget1

The idea of having financial freedom is usually something we all want to attain. But how do we get there? As a Sun Life advisor we can work together to create a plan to help you reach your goals. Reach out to me today to book a meeting! <> #financialgoals #personalfinance

Creating a healthy work-life balance will not only improve your physical, emotional and mental well-being but is also important for your career. Here are 7 great #tips to help you remain balanced in business and in life. #worklifebalance https://bit.ly/12worklife2

Thought of the day! Live your life with a growth mindset and treat each day as an opportunity to be a better version of yourself than the day before. #quotes #motivation POST IMAGE

COVID-19 has made our home the centre of our lives. Whether it’s building a deck, fence or home office, we’ve all had the same idea renovate which has driven the cost of labour and material up, a lot. Here’s a break down of renovation investments that may or may not be recouped when you go to sell. http://bit.ly/9homereno2

This year has affected all of us in many different ways, one of which is our mental health. Mental health is 1 of the key health concerns of our time and Sun Life is committed to building a more resilient Canada by empowering you to take charge of your health journey. #SunLifeCA #health https://bit.ly/9MH3

Investing early and at regular intervals are 2 key #tips when investing in the market. If time is on your side worrying about the market will only cause more stress. Instead, focus on the things you can control and let the market do the work. http://bit.ly/9millennials1 k market doesn’t matter to millennials savings for retirement

Sun Life's commitment I'm proud to share that Sun Life is committing $10,000 to @FoundryKelowna. With nearly 70% of young Canadians saying their mental health has been negatively impacted by COVID-19, services like these are crucial for empowering them on their mental health journey. http://bit.ly/9mentalhealth2

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. http://bit.ly/9worklife2

LuminoHealth is a free platform for access to information on all aspects of your family's health. This Webinar is just one example. Heading back to school during a pandemic can be stressful for kids and parents. To help support parents as they have these discussions, @LuminoHealth hosted a webinar called This year’s back to school conversations. Watch the webinar here. http://bit.ly/B2SWebinar2

September is Ovarian Cancer Awareness Month, which aims to increase awareness about this all-too-common disease. Contact me today to learn how Critical Illness Insurance could help cover the costs associated with this life-threatening illness. #OvarianCancer

Be it short-term or long-term goals, a personal finance or business goal - it's important to get clear on what you want to achieve. As an advisor, I can help you set your goals, and get the results that you’ve wanted to see. http://bit.ly/9goals1

Meet Roc. He felt like he wasn’t able to save money due his family’s tight budget. When working with a Sun Life advisor he realized he was able to get his finances on track. Listen to his story here. http://bit.ly/rocsstory

Do you have an advisor? Sun Life’s recent survey found that Canadians working with an advisor often feel more financially secure and healthy. Here’s how working with an advisor like myself can help you address your needs and goals- no matter your life stage. http://bit.ly/9inthenews1

During these trying times, wouldn't it be nice to develop a sense of resilience? Adding play into your day is actually a great way to reduce stress, improve your mood and increase productivity. http://bit.ly/9mentalhealth1

As we have become less tethered to our downtown offices, many are spending money to make our homes better suited for our new reality. Are you planning to do renovations to your home this year? http://bit.ly/8renovation1

Make a habit of being mindful about food waste, and you'll be able to both reduce your carbon footprint and save hundreds of dollars a year. Here's how. http://bit.ly/8saving1