Resources

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.

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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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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Partners

Director of Advanced Planning

R. Paul Thorne, B. Comm., LL.B., LL.M., CFP®, TEP

Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He focuses on complex case consultation within EFPS, with special attention to wills, trusts, estate planning, and Canadian business owners. Paul is passionate about taking these complex topics and distilling them down into practical solutions with a goal of ensuring Client’s understand how they’ll meet their goals and objectives tax efficiently.

He also heads content development for EFPS and acts as tax and legal subject-matter expert for various areas of Sun Life. Prior to joining Sun Life Financial, Paul practiced law with a focus on estate planning, trusts, corporate structures and reorganizations, and taxation. He is the former President of the Halifax Estate Planning Council and is a member of the Nova Scotia Barristers' Society. Paul has won several awards while continuing to advance his education including First place on the President’s List for highest mark on the CFP exam in Canada in November 2014 and Highest mark on the Taxation of Trusts TEP exam in 2018. He was awarded the FP Canada Fellow distinction in 2024 for his significant volunteer contributions to FP Canada’s mandate of advancing professional financial planning in Canada.

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Planning Director

Jennifer Hamilton, CFP®, CLU, CH.F.C., CEA

Jennifer has over 25 years as an Estate and Financial Planning professional. Throughout her career, she has held various senior roles within the insurance, investment, and planning industry. 


Jennifer has spent the last 15 years of her career working with clients and advisors, making use of her deep knowledge of Advanced Insurance strategies, corporations, Retirement Compensation Arrangements and Tax and Estate Planning. This knowledge and experience allow her to provide guidance through a holistic planning process focused on tax driven estate and corporate solutions.

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