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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
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.
Average Canadian DB pension plan’s funded position on solvency, accounting basis up in April: report | Benefits Canada.com
The funded position of a typical Canadian defined benefit pension plan rose on both a solvency and accounting basis in April,
Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com
The rise of remote work has led to a loss of workplace social connections that is negatively affecting employees, according to a new report by the Conference Board of Canada.
Woman mortgage-free at 42 wonders what to do with the extra cash
https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash
How pre-authorized contribution plans (PAC) can help you reach your financial goals
Need content to better understand the financial landscape? I have valuable resources for you.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Three charts on the benefits of staying invested
Need content to better understand the financial landscape? I have valuable resources for you.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
First Home Savings Accounts and the Role of your Spouse or Common-Law Partner | CI Global Asset Management
Need content to better understand the financial landscape? I have a valuable resource for you.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Diversification: What is it and how can it help reduce your investment risk?
There’s no predicting how well your investments will perform or how steady your returns will be. That’s why it’s important to diversify your portfolio.
Forget downsizing: Canadian seniors staying in large houses well into their 80s, due in part to lack of options
Seniors are now less likely to sell their homes before age 85, it said, noting the demographic shift needed to free up a meaningful amount of housing stock won’t start happening for several years. “According to Statistics Canada’s demographic projections, population growth in the 85-and-over age group will be higher from 2030 to around 2040.”
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!
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.
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
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.
Do I need life insurance for my baby?
You never want to imagine anything bad happening to your baby so it’s hard to think about life insurance. But it can help ease some burdens if the unthinkable...
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.
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
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.
RRIF: Registered Retirement Income Fund
A registered retirement income fund (RRIF) is an investment account that pays you income during retirement. You can transfer tax-sheltered funds from your...
Budget calculator
Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals....
Have questions?
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