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The 'Best of Both Worlds' Rule of Retirement Spending

The 'Best of Both Worlds' Rule of Retirement Spending

Some retirees are happy living off the interest and dividends from their portfolio investments, leaving the principal to grow. Others are willing to take a risk if it means they could hit the jackpot with their investments and live comfortably off the returns.https://advisor.sunlife.ca/chris.van
SMART goals

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/chris.van
Retirees: Supplement Your CPP Payments With These 2 Dividend Stocks

Retirees: Supplement Your CPP Payments With These 2 Dividend Stocks

CPP alone is not enough for Canadian retirees. Here is a way to create a supplement CPP that helps you meets your expenses.
Which Dividend Stocks in Canada Could Survive More Rate Cuts

Which Dividend Stocks in Canada Could Survive More Rate Cuts

Two TSX dividends built for rate cuts offer essential services, steady cash flow, and payouts that can endure as borrowing costs fall.https://advisor.sunlife.ca/chris.van
The Canadian Bank Stocks Still Have More Gas in the Tank

The Canadian Bank Stocks Still Have More Gas in the Tank

BMO Equal Weight Banks Index ETF (TSX:ZEB) is a standout ETF worth looking for if you like the banks for 2026.
The RESP – Who really owns it?

The RESP – Who really owns it?

Need content to better understand the financial landscape? I have valuable resources for you.

https://www.invesco.com/ca/en/insights/the-resp-who-really-owns-it.html

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.

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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.