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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.
‘Buy Canadian’ movement could add $10 billion annually to Canada’s economy, says BMO economist
The increasingly popular consumer-led initiative has the potential to add roughly $10 billion to the Canadian economy annually, lifting growth by 0.3 percentage points, estimates economist Robert Kavcic.
For young investors looking for bond exposure, it’s best to keep it simple: experts
For young investors who are building the fixed-income portion of their portfolio, it’s best they keep their approach simple and go for low-cost investment options, experts say.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Many Canadians are delaying filing their taxes over confusion with recent changes
Canada’s April 30 tax-filing deadline is fast approaching, but many are planning to delay filing due to confusion over recent tax changes, according to a recent survey
Why Most People Are Saving For Retirement Wrong—And How To Fix It
Here are six reasons why most people are saving for retirement wrong and how you can avoid making the same mistakes.
Is 40 years old too late to build generational wealth?
Is 40 years old too late to build generational wealth?
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
Let's connect! It's time to brighten up your financial future by setting achievable long-term wealth goals.
You’re confident your heirs can do the job, but are they ready?
You’re confident your heirs can do the job, but are they ready?
Taking the bold path
WXN Canada’s Most Powerful Women: Top 100 Hall of Fame inductees have lived their lives and built their respective careers guided by their values and a clear sense of purpose. Their bold, epic journeys serve as shining examples of what it takes to drive positive change.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💼 Your term policy could be working harder for you. Apply now to take advantage of Sun Life’s limited-time conversion offer for lifetime protection, guaranteed premiums, and a tax-free legacy for your loved ones.
*Certain terms and conditions may apply. Contact me for more information.
*Certain terms and conditions may apply. Contact me for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31!
*Certain terms and conditions may apply. Contact us for more information.
*Certain terms and conditions may apply. Contact us for more information.
💰 Lock in lower rates and build wealth for your family's future. Convert your term policy to permanent life insurance for fixed premiums and lifetime protection. Take advantage of a 3-month premium discount before March 31!
*Certain terms and conditions may apply. Contact us for more information.
*Certain terms and conditions may apply. Contact us for more information.
These families’ financial resolutions help them save as costs climb
These families’ financial resolutions help them save as costs climb
Where the cost of living is heading in 2025
Where the cost of living is heading in 2025
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Energize your retirement savings with RRSP contributions! ⚡🏦 Our guidance can help maximize your inputs, laying sturdy groundwork for your golden years. Let’s power up your retirement journey.
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
Winter is here, but is your financial roadmap prepared for all seasons? You need tailored strategies that adapt to market changes. Let’s talk and discover how we can weather proof your wealth together.
Now retired, how do we withdraw funds without running out of money?
Now retired, how do we withdraw funds without running out of money?
Millennial money expert has 5 tips for anyone who feels financially 'inadequate'
Millennial money expert has 5 tips for anyone who feels financially 'inadequate'
Canada's inflation rate ticks down to 1.8% with help from GST holiday
Canada's inflation rate ticks down to 1.8% with help from GST holiday
How Donald Trump's tariff war could hit Canadians' wallets
How Donald Trump's tariff war could hit Canadians' wallets
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us to understand more about this flexible account and how it could work for you.
It’s time to maximize your retirement income and tax efficiency with a Tax-Free Savings Account (TFSA). Reach out to us to understand more about this flexible account and how it could work for you.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.