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.
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 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.
Do you need life insurance if you’re wealthy?
Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....
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
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....
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 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.
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...
What do you do when the stock market is down?
Did the recent stock market drop make you nervous? Don’t worry – markets go up and down. But it pays to stay invested. Here’s why....
Worried about volatile markets? Here are 4 questions to ask your financial advisor
Stop stressing about market volatility and talk with a Sun Life advisor today. Not sure what to say? Here are the top 4 questions to ask....
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
Did you know? Sun Life Global Investments Private Clients that invest $250,000 or more are eligible to receive management fee reductions. The reductions increase at incremental tiers—so the more you invest, the greater your fee reduction. Interested in learning more? Let's talk.
How To Make Your Money Last For Generations
https://sunlife.co/make-your-money-last-for-generations
Estate planning and charitable giving
Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
Advice | Discussing inheritances with loved ones now more important than ever: experts
When it comes to uncomfortable conversations, matters of inheritance may be near the top of the list....
Ethical Investing Vs ESG Investing: What’s the difference?
These days, investing isn’t just about returns. Many investors want to invest in companies that are committed to a better world. Learn about ethical and ESG...
Noah Solomon: Market uncertainty leads to investor passivity at the wrong times
Noah Solomon: Refusing to change your portfolio in response to changing conditions is one of the costliest mistakes in investing. Read...
Three strategies to help you take the emotion out of investing
Martin Pelletier: Never let emotion drive the investment decision-making process. Read...
The worst may be over in markets, so what's the next move for portfolios?
Pick forward-looking equities with companies that have good pricing power, says...
How To Make Your Money Last For Generations
A growing number of people, especially wealthy ones, want their money to last for more than one generation. A financial plan can help you make sure your legacy...
How can impact investors make real-world change happen with their dollars?
Impact investing, sustainable investing, socially responsible investing and investing with an ESG focus all...
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.