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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.
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
How to keep more of your retirement income and pay less tax
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
Health insurance in retirement: How to pay for your health costs
Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.
Dollar-cost averaging: Making investing automatic
Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.
Inflation: What it means and how to protect yourself
Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
5 RRSP Mistakes To Avoid
We asked a certified financial planner to reveal the most common RRSP mistakes he sees – and to suggest simple tips to help steer clear of them....
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, we're here to help. Check out this article that outlines how to save money even in times of uncertainty.
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? It is never too early, or too late, to explore options.
What to do if your child receives an inheritance
One of the lasting gifts grandparents can leave their grandchildren is an inheritance. If used wisely, this bequest can have a significant impact on their future. Here are some key considerations for planning to get the most from an inheritance.
RRIF: Registered Retirement Income Fund
💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
Claiming a child’s income below the basic personal amount - MoneySense
Even if a child’s earnings are exempt from income tax, they may be entitled to tax credits or deductions. Here’s how their income should be reported come tax time.
4 common life insurance myths unmasked
There are a lot of myths and misconceptions surrounding life insurance. Here’s the truth behind four false beliefs.
How to make your money last for generations
If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
How to pay for your child’s education
Are your family and friends invested in your little one’s future? Here’s how they can help by contributing to your child’s registered education savings plan (RESP).
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.
Term Life vs. Whole Life Insurance: Differences and How To Choose - NerdWallet
Knowing the difference between Term and Whole Life Insurance is an important step in determining the best option for you. Our team completes a thorough review with every client to help determine what best fits your short and long term needs. Connect with us today if you are curious to chat about your current coverage and the best available options to help protect you and your family.
Have questions?
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