Resources

Looking for more information to help kickstart your financial journey? Find tools and calculators, informative pages and more.

Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend.

What you get: An assessment of whether you’re saving enough to retire when and how you want.
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Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.



What you get: An estimate of the amount of coverage you need to protect those who depend on you
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Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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Partners

Billy Liao, CFP®, CLU®

Financial Planner


Billy began his career in financial services as an associate and financial advisor roles specializing in insurance and investment planning for young families and professionals. Billy joined Sun Life in 2017 as a financial services consultant assisting group member with their workplace pension and benefits where he was continuously recognized for his excellence in Client engagement.


As an award-winning advisor in sales and Client experience recognition, Billy understands the needs of his Clients and continues to shares his passion in financial planning to help others to Live Life Confidently. Billy holds the CFP® designation as a strong advocate for financial planning and believes in the importance of continuous education. He is bilingual, fluent in Mandarin and English.

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Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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