Resources

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Looking for more information to help kickstart your financial journey? Find tools and calculators, informative pages and more.

Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone. 

What you get: An estimate of the amount of coverage you need to protect those who depend on you

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Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.

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Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend. 
What you get: An assessment of whether you’re saving enough to retire when and how you want.

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Frequently asked questions

Am I saving enough for retirement?

The answer depends on your income, lifestyle expectations, retirement timeline, and other financial resources. Many people are unsure whether they are on track. Reviewing your current savings, projected retirement expenses, and future income sources can help you better understand where you stand and identify opportunities to improve your preparedness.

How can I reduce taxes in retirement?

Tax-efficient retirement income planning can help you make the most of your savings. Strategies may include coordinating withdrawals from different account types, managing taxable income sources, and considering how government benefits fit into your overall income picture. Thoughtful financial management before retirement can help create greater flexibility later on.

What should business owners consider when planning for retirement?

Business owners often have unique retirement planning considerations, including succession planning, business valuation, tax efficiency, and retirement income strategies. Planning ahead can help ensure a smoother transition while supporting both personal financial goals and the long-term future of the business.

How can I protect the wealth I have built?

Protecting wealth often involves balancing growth opportunities with risk management. Diversification, insurance strategies, tax-aware planning, and regular reviews can all play an important role. A proactive approach can help preserve assets while supporting future financial goals for you and your family.

What is the best way to leave wealth to my family?

Effective legacy planning involves more than simply creating a will. It may include beneficiary designations, tax considerations, insurance solutions, and strategies designed to help transfer wealth efficiently. Planning ahead can help reduce complications and provide greater confidence that your wishes will be carried out.

Have questions?

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

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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.