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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.
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
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.
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.
Staying the course
Free webinar : February 15, 3 p.m. ET
Worried about market volatility? Join our webinar and find out what you can do to help protect your investments. Sign up today!
https://sunlife.zoom.us/webinar/register/2517023912178/WN_QX_hJ0XXS_S8YJgywGVlig
Free webinar : February 15, 3 p.m. ET
Worried about market volatility? Join our webinar and find out what you can do to help protect your investments. Sign up today!
https://sunlife.zoom.us/webinar/register/2517023912178/WN_QX_hJ0XXS_S8YJgywGVlig
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....
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.
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.
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....
Canadians making tough spending decisions amid headwinds: survey - BNN Bloomberg
A third of Canadians anticipate being unable to pay their bills in the coming months, a recent survey has found, amid fears about the possible downturn ahead.
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, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty.
Posthaste: Canada's mortgage crunch is already hitting the economy — and it's going to get worse
As the Bank of Canada has raised rates, Canadians with mortgages are spending less in $6 billion hit to economy, says study. Read...
Tax numbers for 2024 are in and inflation has pushed them substantially higher
Inflation is still running high, so most of the important tax figures have been substantially increased for 2024. Read on for the details.
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.
10 steps to buying a house in Canada
🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
Mortgage payments outpacing income growth in Canada: Zoocasa - BNN Bloomberg
Mortgage costs have grown faster than incomes over the past decade, according to a new report from Zoocasa.
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!
Refinance or renew? How to choose when mortgage renewal creates sticker shock - BNN Bloomberg
Many Canadian homeowners are facing sticker shock with their monthly payments as their mortgage comes up for renewal, leaving them with a crucial choice...
Have questions?
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