Joe Salib, CFP®

I'm a Sun Life advisor. See my website for more info. Je suis un(e) conseiller(ère) Sun Life. Voir mon site web pour plus d’infos.

[Joe Salib, CFP® @JoeSalibSLF]

Some people will end up spending as many years retired as you did working. That’s a long time to cover expenses and have money to pay for your retirement dreams.

Let’s discuss your retirement plan so you can feel more confident about your future.

[Joe Salib, CFP® @JoeSalibSLF]

Sometimes you just need a professional who's willing to hear you out. People come to you for your business services, right? Well, people come to me to create a financial roadmap that assesses their needs and goals. Pick up the phone and we can get started.

[Joe Salib, CFP® @JoeSalibSLF]

Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high' https://t.co/V5sP7AVHKf

[Joe Salib, CFP® @JoeSalibSLF]

Now’s the time when you want every dollar to count. Let’s work together to create a strategy that let’s you breathe easy today while still saving for tomorrow.

[Joe Salib, CFP® @JoeSalibSLF]

Financial stress is continuing to build for Canadians in the face of inflation and rising interest rates. Are you worried about how this may affect your retirement? Let’s chat about how we can work together to help secure your retirement during a changing economic landscape.

[Joe Salib, CFP® @JoeSalibSLF]

As a business owner, you may be used to taking risks in business. But you don't need to take those same risks with your finances. Reach out and let’s create a strategy that focuses on business growth, risk mitigation and reaching your overall financial goals.

[Joe Salib, CFP® @JoeSalibSLF]

One of the first thing Rampersad does when she works with a client looking to purchase their first home is help them register a First Home Savings Account (FHSA), which allows clients to reduce their taxation on their first home purchase. https://t.co/Wg2ZuyDYE6

[Joe Salib, CFP® @JoeSalibSLF]

For nearly a third of soon-to-be-retired Canadians, living a mortgage-free retirement may not be on the cards for at least a few years, a new report says. https://t.co/2bkhDDjsGr

[Joe Salib, CFP® @JoeSalibSLF]

Let’s work together so you can feel confident in your savings when it comes time to retire.

Transcript: Did you know? Canadian women retire 30% less wealthy than men*. *Mercer

[Joe Salib, CFP® @JoeSalibSLF]

This Mother’s Day, consider the gift of financial security. Every little bit counts when you’re preparing for retirement.

Transcript: Take one thing off mom’s plate

[Joe Salib, CFP® @JoeSalibSLF]

Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted your account to a RRIF. https://t.co/A7gp8FcKVa

[Joe Salib, CFP® @JoeSalibSLF]

A new survey from TD Bank found Gen Z are the most likely Canadians to invest their tax returns once received, but also may be unclear on how some savings accounts work. https://t.co/tQlwQtHj28

[Joe Salib, CFP® @JoeSalibSLF]

Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

[Joe Salib, CFP® @JoeSalibSLF]

Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits https://t.co/nceM8nWeqd

[Joe Salib, CFP® @JoeSalibSLF]

'If people can eat 30 different diverse plant foods over the course of the week, that's very beneficial for gut health,' says Feller. 'And we know that the gut has a big role in terms of immune health and also inflammatory conditions throughout the body.' https://t.co/szaTjGssh3

[Joe Salib, CFP® @JoeSalibSLF]

A survey suggests Canadians’ outlook for their personal finances has brightened even as they’ve taken steps to cut their expenses amid economic turmoil. https://t.co/baFLIdH9p4

[Joe Salib, CFP® @JoeSalibSLF]

Financial Post readers think people need a net worth of at least $5 million in order to be considered wealthy, they plan to invest about the same this year as last and their biggest regret was not starting their financial planning earlier. https://t.co/pPwz4QiLnM

[Joe Salib, CFP® @JoeSalibSLF]

🛠️ Dans le but de ralentir notre consommation, de réduire nos déchets, d’utiliser notre ingéniosité manuelle, il est possible de réparer, de récupérer et de revaloriser de la matière et d’éviter le gaspillage. Tout mérite une bonne évaluation. https://t.co/YL70t0hHTf

[Joe Salib, CFP® @JoeSalibSLF]

For young investors who are building the fixed-income portion of their portfolio, it’s best they keep their approach simple and go for low-cost investment options, experts say. https://t.co/S6FaptAm29

[Joe Salib, CFP® @JoeSalibSLF]

Bank of Canada surveys show firms believe upward price pressures from the trade conflict with the US will exceed the downward pull from weaker demand, threatening to undo progress on keeping inflation expectations well-anchored. https://t.co/ngwqKUvOC8