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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.

Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.

November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals

Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.

You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
It's Financial Literacy Month.

Sharpen your money skills by:
1. Budgeting like a boss
2. Saving smart (TFSA, anyone?)
3. Tackling debt
4. Starting retirement planning now

Small steps today = big gains tomorrow. Get in touch about how you can fine tune your money matters.

#FinancialLiteracyMonth #SmartMoney #SunLife
Did you know 1 in 3 Canadians lives with diabetes or prediabetes?

That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.

#DiabetesAwarenessMonth #FinancialWellness
AI’s Second Act and How to Capitalize On It | CI Global Asset Management

AI’s Second Act and How to Capitalize On It | CI Global Asset Management

Boost your knowledge with this helpful article.

https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/ais-second-act-and-how-to-capitalize-on-it.html

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.
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Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Les soucis financiers peuvent avoir des répercussions sur votre santé physique et mentale. Pour vous sentir mieux, prenez le contrôle de vos finances.

Voici comment faire >> https://www.sunlife.ca/fr/tools-and-resources/money-and-finances/managing-your-money/restez-en-sante-grace-a-une-planification-financiere-intelligente/
Recession? Market correction? Bear market? What to expect.

Recession? Market correction? Bear market? What to expect.

Check out this new resource I found!

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.
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Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.

#RetirementPlanning #FinancialFreedom #SunLifeCanada
6 Everyday Foods That May Be Raising Your Stress Levels

6 Everyday Foods That May Be Raising Your Stress Levels

Cortisol, the stress hormone, is important for the body. Some foods can disrupt a healthy balance, and high levels can cause several conditions over time.
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Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
It's time to turn your retirement dreams into reality.

Reach out now to start mapping out your retirement strategy and help pave the way for lasting financial confidence!
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.

FREE WEBINAR 🚨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.

Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.

Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
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Q3 2025 saw highs in North American markets despite ongoing trade issues. Central banks cut rates as labour markets weakened. Read our latest market update.

https://www.sunlife.ca/en/investments/market/2025-q3-update/
RRSP or TFSA? Company pension? Ways to save for retirement

RRSP or TFSA? Company pension? Ways to save for retirement

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.
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2 Canadian Stocks for Income-Seeking Investors (6% Yields!)

2 Canadian Stocks for Income-Seeking Investors (6% Yields!)

These two Canadian stocks with high dividend yields can boost your passive income.
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