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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

To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Only 31% of Canadians in the highest-income group think the economy is moving in the right direction.
Canadians think caring for aging parents limits career progression

Canadians think caring for aging parents limits career progression

The research looked at the caregiving crunch faced by the so-called “sandwich generation,” and the impact of these dualing responsibilities on career progression, financial stability and personal well-being.
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

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.
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?
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.
What are the issues for savings when mental health becomes a burden in retirement? | Benefits Canada.com

What are the issues for savings when mental health becomes a burden in retirement? | Benefits Canada.com

47% — The percentage of Canadian employees who say they’re very worried about running out of money in retirement
10 tax ideas to get your personal finances in order

10 tax ideas to get your personal finances in order

Take control of your personal finances by understanding the industry better. Check out this resource to get started.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management

Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management

Dive into expert insights on building and preserving wealth in today’s economic landscape.

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.
One Minute Market Update - Spring 2024

One Minute Market Update - Spring 2024

Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.

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.
Planning to leave an inheritance? Time to clear the heir. Boomers and Millennials aren't on the same page about inheritance plans

Planning to leave an inheritance? Time to clear the heir. Boomers and Millennials aren't on the same page about inheritance plans

Sun Life empowers Canadians to make the best wealth, health, and protection decisions across generations on their terms. TORONTO, Nov. 7, 2023 /CNW/ - When it...
2024 Canadian Federal Budget: What It Means For You

2024 Canadian Federal Budget: What It Means For You

How will Canada’s 2024 Federal budget impact your money and your budget this year and in the future? We’ve highlighted some key insights.
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...
Canadians believe they need $1.7 million to retire: survey | Benefits Canada.com

Canadians believe they need $1.7 million to retire: survey | Benefits Canada.com

While Canadians, on average, believe they need $1.7 million in retirement, this amount varies among different generations of employees.
Reach out to me today to discuss your retirement plan.
📞 (780) 645-7122
📧 barb.buryn@sunlife.com
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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.
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.
6 RRSP contribution myths debunked - BNN Bloomberg

6 RRSP contribution myths debunked - BNN Bloomberg

With the February 29 Registered Retirement Savings Plan (RRSP) contribution deadline looming, a new poll finds 61 per cent of Canadians know more about their favourite TV show than their pension plans.
Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg

Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg

It starts with making a registered retirement savings plan (RRSP) contribution before the Feb. 29 deadline. You can always contribute to your RRSP, but this month’s deadline applies to plan holders who want to deduct the contribution from their 2023 income – and time is of the essence.

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