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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.
2025-09-07T13:00:00
2025 Ovarian Cancer Walk of Hope - Barrie
Hope doesn’t wait, it fuels progress. Join us on Sunday, September 7, 2025, and fundraise for the Ovarian Cancer Canada Walk of Hope, the largest and most powerful event of its kind in the country.
Financial Design Team Inc. are proud supporters of this event.
How to build credit and maintain a good score
How to build credit and maintain a good score? From credit card approvals to loan interest rates, your credit score’s consequences can help or hold you back from achieving your goals
What to do when the stock market is down?
https://www.sunlife.ca/en/investments/what-do-you-do-when-the-stock-market-goes-down/
Gen Z prioritises financial planning and saving amidst growing economic challenges finds Charles Russell Speechlys - IFA Magazine
Gen Z prioritizes financial planning and saving amidst growing economic challenges
Most Canadians unaware that unused tax credits from prior years are still available: poll
Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits
38% of Canadians believe they may have some unused credits
Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs
"Planning for retirement isn’t just about crunching numbers and growing your nest egg; it’s about achieving a balance between living well today and securing financial freedom for tomorrow."
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.
Do you pay the correct tax on wages? Most Canadians don't even check
Nobody likes losing money, but what if it was happening consistently month after month?
For millions of Canadians, that could be the case but they wouldn’t even know because they never check deductions from their paycheques for tax, insurance, and pension contributions, according to a new report.
For millions of Canadians, that could be the case but they wouldn’t even know because they never check deductions from their paycheques for tax, insurance, and pension contributions, according to a new report.
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.
How much money do you need to have generational wealth?
"How much money do you need to have generational wealth?
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
Baby boomers are in the midst of a wealth transfer to gen X and millennials, with both experiencing higher costs."
What can you do about U.S. tariffs affecting your finances?
News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money?
Stay informed, plan ahead—we'll navigate these challenges together.
News of trade tensions between Canada and the U.S. may have left you with questions. What might this mean for the economy and your money?
Stay informed, plan ahead—we'll navigate these challenges together.
Set your shopping calendar to off-season for big savings: experts
Set your shopping calendar to off-season for big savings: experts
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.
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.
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?
TFSAs underused for wealth building, especially among gen Z and younger millennials
TFSAs underused for wealth building, especially among gen Z and younger millennials
Where the cost of living is heading in 2025
Where the cost of living is heading in 2025
Twelve tips to lower your 2024 tax bill
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.
Your Role in Financial Success: How to Partner With Your Advisor | CI Global Asset Management
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, 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.
Millennial money expert has 5 tips for anyone who feels financially 'inadequate'
Millennial money expert has 5 tips for anyone who feels financially 'inadequate'
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.