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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.
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...
10 tax ideas to get your personal finances in order
Take control of your personal finances by understanding the industry better. Check out this resource 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.
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.
Strategies to maximize TFSA benefits
Access helpful resources on financial knowledge developed by professionals in the 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.
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.
14 must-know terms to boost your financial literacy (video)
Take 30 minutes to increase your financial IQ. We’ll explain insurance, savings and investment terms – simply. Watch now....
4 important tax credits that help caregivers
Have you been looking after an elderly or disabled family member during the pandemic? Here are some valuable tax credits that can put money back in your pocket.
What is a payout annuity? (video)
Looking for a worry-free way to meet your retirement income needs? See how a life annuity can convert some of your savings into guaranteed income payments for...
How to save for retirement if you don’t own your house
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
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.
3 reasons to get life insurance in your 20s or 30s (video)
There are perks to buying life insurance in your 20s or 30s. Watch now.
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....
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.
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Family Matters: Intergenerational Wealth Transfers | CI Global Asset Management
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.
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.
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.
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.”
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg
Invest in your debt
Compounding works both ways. With Canadian's household debt at record levels, it works very well for lenders.
Compounding works both ways. With Canadian's household debt at record levels, it works very well for lenders.
First Home Savings Accounts and the Role of your Spouse or Common-Law Partner | CI Global Asset Management
Need content to better understand the financial landscape? I have a valuable resource 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.
Mortgage insurance vs. life insurance: What you need to know
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
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