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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.
Women and investing: Key findings and opportunities

Women and investing: Key findings and opportunities

Dive into expert insights on building and preserving wealth in today’s economic landscape.

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.
4 common life insurance myths unmasked

4 common life insurance myths unmasked

Don’t let these 4 myths stop you from getting the life insurance coverage you need. Talk to a Sun Life advisor or visit sunlife.ca to learn more.
Seven taxes on investments you need to know about

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.
Median solvency ratio of Canadian DB pension plans stays flat in Q2 2024: reports | Benefits Canada.com

Median solvency ratio of Canadian DB pension plans stays flat in Q2 2024: reports | Benefits Canada.com

https://www.benefitscanada.com/news/cir-news-news/median-solvency-ratio-of-canadian-db-pension-plans-stays-flat-in-q2-2024-reports/

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.

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.
FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

Gifts of personal property can be emotionally priceless, but costly to handle if courts must rule on legal issues
StatCan updates CPI basket to increase food weighting in inflation calculation - BNN Bloomberg

StatCan updates CPI basket to increase food weighting in inflation calculation - BNN Bloomberg

Statistics Canada is updating the basket of goods it uses to measure inflation to increase the importance of food in the calculation as Canadians spend more on groceries and dining out
Kick back this summer but keep an eye on your investments  - BNN Bloomberg

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.
Warren Buffett eyes Canadian investment as cash pile hits fresh record

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.”
Retirement savings calculator

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

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.
The five best exercises for surviving winter, according to experts

The five best exercises for surviving winter, according to experts

Luckily, there are some easy-to-practice exercises you can do at home to improve your mobility, flexibility and strength that will help prevent these common wintertime injuries.
Net worth calculator

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...
Refinance or renew? How to choose when mortgage renewal creates sticker shock - BNN Bloomberg

Refinance or renew? How to choose when mortgage renewal creates sticker shock - BNN Bloomberg

Many Canadian homeowners are facing sticker shock with their monthly payments as their mortgage comes up for renewal, leaving them with a crucial choice...
Critical illness insurance calculator

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

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 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....
What economists expect from the next Bank of Canada rate decision  - BNN Bloomberg

What economists expect from the next Bank of Canada rate decision - BNN Bloomberg

The Bank of Canada will announce its next rate decision on Jan. 24. Economists tracked by Bloomberg expect the central bank will keep its policy rate at five per cent, even after an unexpected increase in December inflation.
Dollar-cost averaging: Making investing automatic

Dollar-cost averaging: Making investing automatic

Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market.

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