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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.
Good Financial Advice starts with good habits
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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.
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.
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.
Make sure your investments are well managed and aligned with your goals.
Make sure your investments are well managed and aligned with your goals.
Posthaste: The world's really rich are getting richer again — including Canadians
Wealth transition is one of the only 'Rich People Problems' you don't want. A thoughtful, structured approach can make it easier on you and your family.
Younger homeowners more likely to be financially stressed: survey
Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
Why the smart money is buying single-family homes
There’s little argument among experts that single-family houses should appreciate faster than multi-family homes.
Warren Buffett eyes Canadian investment as cash pile hits fresh record
“We do not feel uncomfortable in any shape or form putting our money into Canada,” he said. “In fact, we’re actually looking at one thing now.”
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg
A survey of Canadian parents suggests they are finding it difficult to save for their children’s education as inflation and the high cost of living take a bite out of excess savings. RESPs may not be the best strategy, especially for those in higher tax brackets.
Three charts on the benefits of staying invested
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.
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.
Defined benefit vs. defined contribution pension plans: which is better and how much will I receive?
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.
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.
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.
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.
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Sun Life Financial reports net income of $749 million for Q4 2023 | Advisor.ca
Sun Life Financial Inc. reported a net income of $749 million in the last quarter of 2023, down 36% from $1.165 billion during the same quarter a year earlier.
Bank of Canada's inflation 'buffet' muddies timing of cuts - BNN Bloomberg
The Bank of Canada says it’s watching core inflation closely as it weighs when to cut rates, but a mixed bag of measures gives it options on timing and clouds the outlook for markets and economists.
Net worth calculator
What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...
Critical illness insurance 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.
Staying the course
Free webinar : February 15, 3 p.m. ET
Worried about market volatility? Join our webinar and find out what you can do to help protect your investments. Sign up today!
https://sunlife.zoom.us/webinar/register/2517023912178/WN_QX_hJ0XXS_S8YJgywGVlig
Free webinar : February 15, 3 p.m. ET
Worried about market volatility? Join our webinar and find out what you can do to help protect your investments. Sign up today!
https://sunlife.zoom.us/webinar/register/2517023912178/WN_QX_hJ0XXS_S8YJgywGVlig
Staying the course
Free webinar : February 15, 3 p.m. ET
Worried about market volatility? Join our webinar and find out what you can do to help protect your investments. Sign up today!
https://sunlife.zoom.us/webinar/register/2517023912178/WN_QX_hJ0XXS_S8YJgywGVlig
Free webinar : February 15, 3 p.m. ET
Worried about market volatility? Join our webinar and find out what you can do to help protect your investments. Sign up today!
https://sunlife.zoom.us/webinar/register/2517023912178/WN_QX_hJ0XXS_S8YJgywGVlig
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