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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.
Younger homeowners more likely to be financially stressed: survey

Younger homeowners more likely to be financially stressed: survey

Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
Canadians getting more anxious about their finances as they await more rate cuts

Canadians getting more anxious about their finances as they await more rate cuts

55% are worried about their personal and day-to-day family finances
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.
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.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

Provincial and territorial securities regulators are raising alarm bells over a spike in reports of financial abuse against Canadian seniors. What is most shocking is that it is often happening within families.
Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

Employers rethinking value of employee connections in era of remote work: report | Benefits Canada.com

The rise of remote work has led to a loss of workplace social connections that is negatively affecting employees, according to a new report by the Conference Board of Canada.
How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

How listing a trusted contact could foil financial elder abuse within families - BNN Bloomberg

To help stem the tide, the Canadian Securities Administrators (CSA) is calling on registered financial advisors to request clients provide a Trusted Contact Person (TCP) to contact if they have concerns about a client’s ability to make financial decisions, or if advisors suspect a client is being exploited.
Has Canada become the land of extreme inequality? Some believe it more than others

Has Canada become the land of extreme inequality? Some believe it more than others

A whopping 38 per cent now see Canada with the most extreme level of inequality, a 19 percentage point increase in five years
Women and investing: Key findings and opportunities

Women and investing: Key findings and opportunities

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.

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.

Why Diversify?

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, 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.

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.
10 tax ideas to get your personal finances in order

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.
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings.
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA

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.
Treat the future you: 3 smart ways to invest your tax refund - BNN Bloomberg

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.
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.”
Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits Canada.com

Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits Canada.com

This Mental Health Week and beyond, employers can support employee mental health using digital toolkits, mental-health coaching and by providing adequate coverage, says Marie-Chantal Côtè, senior vice-president of group benefits at Sun Life Financial Inc.
Why the smart money is buying single-family homes

Why the smart money is buying single-family homes

There’s little argument among experts that single-family houses should appreciate faster than multi-family homes.

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