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Allocation Views: Balanced risk across assets

Allocation Views: Balanced risk across assets

Dive into expert insights on building and preserving wealth in today’s economic landscape.

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.
FP Answers: Which assets require probate and is there any way to reduce these costs?

FP Answers: Which assets require probate and is there any way to reduce these costs?

Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes paid by your estate is tax planning.
Bank of Canada to cut interest rates deeper, faster over next year, economists say

Bank of Canada to cut interest rates deeper, faster over next year, economists say

Economists are also forecasting faster and deeper cuts to borrowing costs over the next year, and see the central bank reducing the policy rate from the current 4.5 per cent to three per cent by next July.
Avoid Double Taxation on Intergenerational Wealth Transfers | CI Global Asset Management

Avoid Double Taxation on Intergenerational Wealth Transfers | CI Global Asset Management

Check out this new resource I found!

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.
Emerging markets outlook - Summer 2024

Emerging markets outlook - Summer 2024

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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.
Bank of Canada rate cut gives indebted Canadians reason to hope, poll finds

Bank of Canada rate cut gives indebted Canadians reason to hope, poll finds

A rising number of people believe the economy will improve over the next two months
Want to keep your brain sharp? Here are 5 things you can do | CBC Radio

Want to keep your brain sharp? Here are 5 things you can do | CBC Radio

Want to keep your brain sharp? Here are 5 things you can do
Exercise, sleep, social connections all key to avoiding cognitive decline
Young Canadians left jobless amid influx of cheap foreign workers

Young Canadians left jobless amid influx of cheap foreign workers

Youth unemployment at highest level in over a decade outside of COVID-19 pandemic
How Canada’s large pension funds are approaching green investment disclosures | Benefits Canada.com

How Canada’s large pension funds are approaching green investment disclosures | Benefits Canada.com

Institutional investors are disclosing the environmental impact of their assets through increasingly sophisticated sustainability reports that use the latest disclosure metrics.
Five principles of successful investing

Five principles of successful investing

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.
Planning Considerations for Registered Education Savings Plans and Blended Families | CI Global Asset Management

Planning Considerations for Registered Education Savings Plans and Blended Families | CI Global Asset Management

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.
Montreal economy booming | CBC News

Montreal economy booming | CBC News

The city of Montreal is bouncing back after years of economic stagnation. Unemployment rates are falling and investment is growing.
Canadian seniors are wealthier than ever. Do seniors' discounts still make sense? | CBC Radio

Canadian seniors are wealthier than ever. Do seniors' discounts still make sense? | CBC Radio

Canadian seniors are wealthier than ever. Do seniors' discounts still make sense?
Younger generations struggling to make ends meet say discounts would be a big help
Digital assets bulletin

Digital assets bulletin

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

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.
Canada wants to be in the top 10 global tourism destinations — but it's struggling to get there | CBC News

Canada wants to be in the top 10 global tourism destinations — but it's struggling to get there | CBC News

1.9M Canadian jobs depend on tourism
According to government statistics, the tourism sector supported 1.9 million jobs across Canada, in every region of the country.
Canadian green taxonomy plan could boost institutional investments: PIAC | Benefits Canada.com

Canadian green taxonomy plan could boost institutional investments: PIAC | Benefits Canada.com

Canadian green taxonomy plan could boost institutional investments: PIAC
Global Investment Management Survey

Global Investment Management Survey

Access helpful resources on financial knowledge developed by professionals in the industry.

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.
Debunking the Myths Associated with Exchange-Traded Funds | CI Global Asset Management

Debunking the Myths Associated with Exchange-Traded Funds | CI Global Asset Management

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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.
One Minute Market Update - Summer 2024

One Minute Market Update - Summer 2024

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.
What every woman needs to know about investing

What every woman needs to know about investing

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.