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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.
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.

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.
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.
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...
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....
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.
Health insurance in retirement: How to pay for your health costs

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.
Inflation: What it means and how to protect yourself

Inflation: What it means and how to protect yourself

Inflation is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
5 RRSP Mistakes To Avoid

5 RRSP Mistakes To Avoid

We asked a certified financial planner to reveal the most common RRSP mistakes he sees – and to suggest simple tips to help steer clear of them....
Budget calculator

Budget calculator

Do you know what goes into a #budget? ​

Include basic living expenses like:​
✔️Housing​
✔️Food​
✔️Transportation​
✔️Clothing​

Put aside spending money, but don’t include expenses like: ​
❌dining out,​
❌weekend trips,​
❌or leisure and hobbies​

Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
3 reasons to get life insurance in your 20s or 30s

3 reasons to get life insurance in your 20s or 30s

Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
10 steps to buying a house in Canada

10 steps to buying a house in Canada

🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
RRIF: Registered Retirement Income Fund

RRIF: Registered Retirement Income Fund

💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!
5 steps to choosing a guardian for your children

5 steps to choosing a guardian for your children

Here are some helpful tips when selecting a guardian for your children:​

1. Ask the guardian first​
3. Remember to include contact information​
4. Name a back-up guardian​

Read more tips in the attached article!

4 steps to crank up your retirement savings

A successful retirement requires thought and planning. Find out how to crank up your retirement savings by reading this article!


https://www.fidelity.ca/en/investor/investorinsights/fourstepstocrankupyourretirementsavings/
Half of Canadians don't think they will be ever buy a home: survey  - BNN Bloomberg

Half of Canadians don't think they will be ever buy a home: survey - BNN Bloomberg

As Canada struggles with a housing affordability crisis, the number of Canadians who believe they will never purchase a home is on the rise....
3 investing lessons I wish I had learned sooner

3 investing lessons I wish I had learned sooner

Help secure your future with these three investing tips that will put you on the right path.

Read the article attached to learn more!


https://www.fidelity.ca/en/investor/investorinsights/threeinvestinglessonsiwishihadlearnedsooner/

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.