Stay informed
Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
5 parenting tips for blended families | Sun Life Canada
Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty.
Budget calculator
Do you know what goes into a #budget?
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
Include basic living expenses like:
✔️Housing
✔️Food
✔️Transportation
✔️Clothing
Put aside spending money, but don’t include expenses like:
❌dining out,
❌weekend trips,
❌or leisure and hobbies
Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
5 steps to choosing a guardian for your children
Here are some helpful tips when selecting a guardian for your children:
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
1. Ask the guardian first
3. Remember to include contact information
4. Name a back-up guardian
Read more tips in the attached article!
How new moms can improve their mental health
Many new moms can develop post-partum depression (PPD) and anxiety after bringing their baby home. Visit sunlife.ca for ways to improve your mental health....
Registered education savings plan (RESP)
A registered education savings plan (RESP) from Sun Life Financial is a powerful way to save for a child’s post-secondary education.
Retirement planning for business owners
You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can...
"Our vision for financial planning is to empower individuals and businesses to achieve their financial goals through comprehensive and transparent planning. Our goal is to provide clear and unbiased guidance that helps our clients make informed decisions with confidence. We aspire to be the go-to resource for financial planning by building lasting relationships based on integrity, honesty, and trust."
#LakeLife #SunLife
#LakeLife #SunLife
"Our vision for financial planning is to empower individuals and businesses to achieve their financial goals through comprehensive and transparent planning. Our goal is to provide clear and unbiased guidance that helps our clients make informed decisions with confidence. We aspire to be the go-to resource for financial planning by building lasting relationships based on integrity, honesty, and trust."
#LakeLife #SunLife
#LakeLife #SunLife
Self-employed? Here’s how to manage your taxes
A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.
Who are individual pension plans for and how do they work?
Are you a business owner or executive looking for ways to save for retirement? The answers to 5 questions can help you decide if an individual pension plan is...
The best advice I've ever received. "Treat any job you do like its the most important in the world". -James Hammar (my grandpa)
The best advice I've ever received. "Treat any job you do like its the most important in the world". -James Hammar (my grandpa)
5 Good Lessons from Bad Bosses
Seventy-five percent of employees report their immediate boss as the worst part of their job. Here's what you can learn from that experience.
What should Gen Z expect in a recession? We make it make sense
Gen Z students and workers shouldn’t panic, but it’s never a bad idea to have backup plans and look into saving for emergencies. Here’s how you can prepare.
During a Recession, Entrepreneurs Are in the Driver's Seat
Waiting for the nation’s financial health to improve before you focus on your financial health is folly. You are the one with the power to change your...
11 questions to ask about benefits when you’re job hunting
Learn what questions to ask about job benefits so you can decide whether the offer is right for you. Visit sunlife...
Tax-Free First Home Savings Account: Here are the basics - BNN Bloomberg
Planning to buy a home? Here’s what you need to know about the Tax-Free First Home Savings Account that’s expected to launch next year.
Just starting out financially? Learn from these mistakes - BNN Bloomberg
Liz Weston from NerdWallet gathers insight from personal finance experts on what they wish they could have told their younger selves about money.
Readers' Choice
We've made the Top 10 in Record Readers’ Choice!! We will be moving on to the voting round!
We want to thank each and every one of you who nominated us and we would love your continued support to vote for us in this round! Voting closes on September 12.
We want to thank each and every one of you who nominated us and we would love your continued support to vote for us in this round! Voting closes on September 12.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.