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Five Mistakes to Avoid in Your First Year of Retirement

Five Mistakes to Avoid in Your First Year of Retirement

Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future.
Don’t assume your child will be your caregiver as you age, expert warns

Don’t assume your child will be your caregiver as you age, expert warns

As more Canadians approach retirement age, an expert says it’s important for people to have realistic conversations about where they will live and who will take care of them in their old age, as those decisions are more complicated than they may appear.

Inheritance planning: When equal and fair aren’t the same thing

The largest asset transfer from one generation to another is upon us. Boost your knowledge with this helpful article.

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.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!

Event Details
Date: October 24, 2025
Time: 12:00 pm – 2:00 pm
Location: Royal Glenora Club, 11160 River Valley Rd NW, Edmonton

Register today -
https://survey.alchemer.com/s3/8452437/Empowering-Women-in-Wealth-Edmonton

Sun Life offers women advisors the right environment to grow and thrive, while also supporting successful practice transitions.
Above the Noise: Making sense of markets, Treasuries, and tariffs

Above the Noise: Making sense of markets, Treasuries, and tariffs

Take control of your personal finances by understanding the industry better. Check out these resources 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, 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.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!

Event Details
Date: October 7, 2025,
Time: 5:30 pm – 7:30 pm
Location: Sun Life Building, 7th Floor 1155, rue Metcalfe, Montréal (Québec)

Register today -
https://survey.alchemer.com/s3/8427262/Empowering-Women-in-Wealth-Montreal

Discover empowering options to grow your practice and plan for succession and beyond.
The right partner makes all the difference.
Bank of Canada cuts interest rates to combat slowing economy - MoneySense

Bank of Canada cuts interest rates to combat slowing economy - MoneySense

The Bank of Canada lowers its interest rate to 2.5%, aiming to boost growth amid economic weakness, with more cuts possible depending on inflation and trade.
Join us for an exclusive Women in Wealth Networking Event that promises to be both inspiring and transformative!

Event Details
Date: November 4, 2025
Time: 5:30 pm – 7:30 pm
Location: The Vancouver Club, 915 W Hastings St., Vancouver

Register today - https://survey.alchemer.com/s3/8452448/Empowering-Women-in-Wealth-Vancouver

Find out how Sun Life empowers and supports women advisors.
How do I get the right personal health insurance?

How do I get the right personal health insurance?

Why would you need personal health insurance (PHI)? This kind of health insurance can help contribute to your well-being and financial stability. That's why it's important for you to understand what it is, and how it works.

Learn more in this article.

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