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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.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Bank of Canada risks recession if it waits to cut interest rates: Rosenberg Research

Bank of Canada risks recession if it waits to cut interest rates: Rosenberg Research

Why the Bank of Canada should start cutting interest rates?
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings.
Warren Buffett eyes Canadian investment as cash pile hits fresh record

Warren Buffett eyes Canadian investment as cash pile hits fresh record

“We do not feel uncomfortable in any shape or form putting our money into Canada,” he said. “In fact, we’re actually looking at one thing now.”
Retirement savings calculator

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

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.
Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg

Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg

The Bank of Canada says it’s watching core inflation closely as it weighs when to cut rates, but a mixed bag of measures gives it options on timing and clouds the outlook for markets and economists.
Net worth calculator

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...
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
How to keep more of your retirement income and pay less tax

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.
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg

Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg

MUTUAL FUND PROS
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
Do you need life insurance if you’re wealthy?

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....
Canadians making tough spending decisions amid headwinds: survey - BNN Bloomberg

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.
Dollar-cost averaging: Making investing automatic

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

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: 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

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

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

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.
3 reasons to get life insurance in your 20s or 30s

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.

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