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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.
Kick back this summer but keep an eye on your investments  - BNN Bloomberg

Kick back this summer but keep an eye on your investments - BNN Bloomberg

While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families.
Has Canada become the land of extreme inequality? Some believe it more than others

Has Canada become the land of extreme inequality? Some believe it more than others

A whopping 38 per cent now see Canada with the most extreme level of inequality, a 19 percentage point increase in five years
Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits Canada.com

Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits Canada.com

This Mental Health Week and beyond, employers can support employee mental health using digital toolkits, mental-health coaching and by providing adequate coverage, says Marie-Chantal Côtè, senior vice-president of group benefits at Sun Life Financial Inc.
Why the smart money is buying single-family homes

Why the smart money is buying single-family homes

There’s little argument among experts that single-family houses should appreciate faster than multi-family homes.
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

Invest in your debt
Compounding works both ways. With Canadian's household debt at record levels, it works very well for lenders.
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.
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.
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....
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....

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