Business as usual as much as possible

We are currently living through interesting times and trying to make the best out of the situation.

I would like you to know that I have been, and continue to be, able to work remotely through phone & video calls, file sharing, and online tools.  Although I love seeing people, a face to face meeting is not always possible or needed for insurance, investing, retirement or estate planning.

In addition, the insurance and investment companies that I partner with are still operational at this time.  Their staff, for the most part, are also working remotely where possible.  They have been very open about their business continuity plans during this time.

The portfolio managers at most investment firms have been very good a communicating how they are managing the current situation as it evolves through emails, newsletters, and webcasts.  One of the benefits of actively managed investments.

Most importantly, they are here to support us.  Below is an example from just one of the suppliers I partner with.

To close, during this unusual time, I will try to keep things as close to business as usual as possible.  Feel free to contact me. Even if you just want to talk.

Please be patient, don’t panic, and above all, stay safe & healthy.



Note from Sun Life CIO

P.S. I try to post helpful and informative articles on my Facebook and LinkedIn pages. Please check them out – links are at the bottom of the web page.