Stay informed

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.
Kick back this summer but keep an eye on your investments  - BNN Bloomberg

Kick back this summer but keep an eye on your investments - BNN Bloomberg

While you’re relaxing at the cottage, by the pool, or somewhere more exotic, there are some storm clouds in the distance this year that could shock your investment portfolio.
Five examples of Canada’s dysfunctional housing market, the Home of the Week and more top real estate stories

Five examples of Canada’s dysfunctional housing market, the Home of the Week and more top real estate stories

New 30-year mortgages are coming, but the devil’s in the details.

How pre-authorized contribution plans (PAC) can help you reach your financial goals

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.
What is a payout annuity? (video)

What is a payout annuity? (video)

Looking for a worry-free way to meet your retirement income needs? See how a life annuity can convert some of your savings into guaranteed income payments for...
Why is life insurance so important for moms? (audio)

Why is life insurance so important for moms? (audio)

Whether you’re a single mom or the main provider in your household, life insurance can secure your family’s financial future. Here’s how....
Quitting your job? Here’s what happens to your health insurance

Quitting your job? Here’s what happens to your health insurance

Thinking about leaving your job? Maybe you don't have to do without the great health insurance that comes with it. Here are your options.
What's the best age to get life insurance?

What's the best age to get life insurance?

Is it ever too soon or too late to buy life insurance? Do you even need life insurance? See what life insurance can do for you. Talk to a Sun Life advisor.
3 reasons to get life insurance in your 20s or 30s (video)

3 reasons to get life insurance in your 20s or 30s (video)

There are perks to buying life insurance in your 20s or 30s. Watch now.
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.
4 common life insurance myths unmasked

4 common life insurance myths unmasked

Don’t let these 4 myths stop you from getting the life insurance coverage you need. Talk to a Sun Life advisor or visit sunlife.ca to learn more.
2 common myths about estate planning

2 common myths about estate planning

Want to make sure your money goes to the right people when you aren’t around anymore? We’re tackling 2 common myths about estate planning – and setting them...
Woman mortgage-free at 42 wonders what to do with the extra cash

Woman mortgage-free at 42 wonders what to do with the extra cash

https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash
Tips on raising a financially savvy child

Tips on raising a financially savvy child

There is a moment when you stop and think "am I'm doing this for my children because it is in their best interest or am I doing it more for me?"
Average Canadian DB pension plan’s funded position on solvency, accounting basis up in April: report | Benefits Canada.com

Average Canadian DB pension plan’s funded position on solvency, accounting basis up in April: report | Benefits Canada.com

The funded position of a typical Canadian defined benefit pension plan rose on both a solvency and accounting basis in April,
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings.
Bank of Canada risks recession if it waits to cut interest rates: Rosenberg Research

Bank of Canada risks recession if it waits to cut interest rates: Rosenberg Research

Why the Bank of Canada should start cutting interest rates?
Canadians think caring for aging parents limits career progression

Canadians think caring for aging parents limits career progression

The research looked at the caregiving crunch faced by the so-called “sandwich generation,” and the impact of these dualing responsibilities on career progression, financial stability and personal well-being.
Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Only 31% of Canadians in the highest-income group think the economy is moving in the right direction

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.