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Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Winning Financial Strategies: Lessons From The Tennis Court
Tennis is a sport of strategy, precision, and adaptability, requiring players to prepare extensively, stay agile in the moment, and focus on long-term success. Interestingly, these same principles are fundamental in financial planning. Just as a tennis player works with a coach to refine their skills and achieve their goals, business owners and high-net-worth individuals benefit from working with a financial professional to navigate their unique financial journeys.
You’re confident your heirs can do the job, but are they ready?
You’re confident your heirs can do the job, but are they ready?
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.
Marriage versus common-law in Canada: the surprising financial impact and differences
"Are you living with your significant other? You could be in a common-law marriage without realizing it.
While both common-law partnerships and legal marriages are recognized for tax and legal purposes, the financial privileges and responsibilities often differ between the two. From tax benefits and pension entitlements to property rights and spousal support, these considerations could make or break your decision to officially tie the knot."
While both common-law partnerships and legal marriages are recognized for tax and legal purposes, the financial privileges and responsibilities often differ between the two. From tax benefits and pension entitlements to property rights and spousal support, these considerations could make or break your decision to officially tie the knot."
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
How to take a tax-smart approach to long-term savings
How to take a tax-smart approach to long-term savings
Digital assets and estate planning
Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
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.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Your insurance needs are unique at every life stage.
Consider layering insurance policies to benefit from more flexible coverage.
Check out our article to learn more and see if it would suit you.
Consider layering insurance policies to benefit from more flexible coverage.
Check out our article to learn more and see if it would suit you.
Is 40 years old too late to build generational wealth?
Is 40 years old too late to build generational wealth?
Why Most People Are Saving For Retirement Wrong—And How To Fix It
Here are six reasons why most people are saving for retirement wrong and how you can avoid making the same mistakes.
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA
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. 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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Taxation of Non-Registered Income
Empower yourself with easy-to-understand resources and learn more about the financial industry.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. 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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
These families’ financial resolutions help them save as costs climb
These families’ financial resolutions help them save as costs climb
Where the cost of living is heading in 2025
Where the cost of living is heading in 2025
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Do you know what happens to your accounts when you die?
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. 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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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