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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.
Understanding dollar-cost averaging vs. lump-sum investing

Understanding dollar-cost averaging vs. lump-sum investing

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.
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA

Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA

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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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.
The five best exercises for surviving winter, according to experts

The five best exercises for surviving winter, according to experts

Luckily, there are some easy-to-practice exercises you can do at home to improve your mobility, flexibility and strength that will help prevent these common wintertime injuries.
Working from home has a dark side, research suggests

Working from home has a dark side, research suggests

Proponents of working from home like to tout benefits such as increased productivity and better work-life balance, but research suggests remote work could harbour a dark side, too.
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.
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 RRSP Mistakes To Avoid

5 RRSP Mistakes To Avoid

We asked a certified financial planner to reveal the most common RRSP mistakes he sees – and to suggest simple tips to help steer clear of them....
How to make your money last for generations

How to make your money last for generations

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Mortgage insurance vs. life insurance: What you need to know

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
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...
15 answers to your will and probate questions

15 answers to your will and probate questions

What is probate? And how does it affect your will? Here’s what you need to know when making your own will or acting as an executor for someone else.
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.
How to make the most of your pension plan

How to make the most of your pension plan

Whether you’re confident or concerned about your company pension – or if you don’t have one – these tips will help you boost your retirement savings....
Decumulation: Turning Retirement Savings Into Retirement Income

Decumulation: Turning Retirement Savings Into Retirement Income

Do you know how to turn your savings into income in retirement? Read more to learn....
Are you ready for retirement? (checklist)

Are you ready for retirement? (checklist)

How will you know if you’re ready to retire? Start your research with a free retirement checklist....
Managing debt: What an advisor can do for you

Managing debt: What an advisor can do for you

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
How much does it cost to own a home?

How much does it cost to own a home?

Whether it’s a bungalow, condo or duplex, buying a home is a huge accomplishment. But owning a home is also a significant financial responsibility.
Move or renovate: How do you decide?

Move or renovate: How do you decide?

Should you stay or should you go? Visit sunlife.ca to help you decide if it’s best to renovate your house or move.

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