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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.
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.
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.
Tax numbers for 2024 are in and inflation has pushed them substantially higher

Tax numbers for 2024 are in and inflation has pushed them substantially higher

Inflation is still running high, so most of the important tax figures have been substantially increased for 2024. Read on for the details.
RRIF: Registered Retirement Income Fund

RRIF: Registered Retirement Income Fund

💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
How can inflation affect your retirement plan?

How can inflation affect your retirement plan?

No matter where you are on the retirement savings journey, here’s what you need to know about inflation, and what you can take to protect your plans for...
Posthaste: Canadians in financial emergency amid perfect storm of inflation, interest rates

Posthaste: Canadians in financial emergency amid perfect storm of inflation, interest rates

More working Canadians are in the middle of a financial stress emergency as they struggle with high inflation and interest rates. Read more.
Half of Canadians don't think they will be ever buy a home: survey  - BNN Bloomberg

Half of Canadians don't think they will be ever buy a home: survey - BNN Bloomberg

As Canada struggles with a housing affordability crisis, the number of Canadians who believe they will never purchase a home is on the rise....
Registered education savings plan (RESP)

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.
How to budget for back-to-school

How to budget for back-to-school

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
5 financial tips every new parent needs

5 financial tips every new parent needs

Happy Father’s Day, dads! Here’s the advice you need to navigate this exciting (and expensive!) time in your life.
Got travel plans? Don’t forget health insurance

Got travel plans? Don’t forget health insurance

Six weeks of gentle health warnings on a recent vacation have convinced me to buy supplementary health insurance.
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.

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