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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.
Ways to give money to grandchildren who have maxed out their RESPs
Ways to give money to grandchildren who have maxed out their RESPs
There are many ways to provide cascading wealth to your family with proper planning.
Contact me. Scott.beck@sunlife.com
There are many ways to provide cascading wealth to your family with proper planning.
Contact me. Scott.beck@sunlife.com
Payout annuities
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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.
Put your cash to work with short-term fixed income ETFs
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.
Should you buy a house during a recession? The pros and cons of making a home purchase in shaky economic times
While prices and buyer competition have declined — offering the perfect opportunity for purchasers ready to enter the market — it’s brought on by Canadian consumer confidence taking a hit, with economists warning of a modest recession given the current trade uncertainty with the U.S.
What happens when you withdraw money from your RRSP early?
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
Simply Put: What is a TFSA?
🤔 Curious about TFSAs? Watch this video to learn how they work, their benefits and contribution limits.
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help!
#TFSA #FinancialGoals
Whether saving for a vacation, home or retirement, a TFSA can help your money grow tax-free.
Still have TFSA questions? Contact me for help!
#TFSA #FinancialGoals
How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
An Ontario high school teacher on how worried kids are today about money and their future
Kelly Gregory, an Ontario teacher, is trying to address these fears by teaching financial literacy to students at her high school in Kingston. Her experience is that talking about money helps students feel better about the future.
Canadians turning to travel for resilience and longevity
About three-quarters of Canadian travellers (74 per cent) believe vacations can help them build resilience to better handle the stresses of everyday life, according to travel app Skyscanner’s 2025 Travel Trends report. And about six in 10 Canadians are more mindful about their health and well-being while on vacation.
Why the sky-high price of groceries may be starting to stabilize
A food economist is expecting more stability through the summer months with the next update from Statistics Canada coming on May 20.
The costs to own a car in Canada are rapidly rising, in addition to tariffs - National | Globalnews.ca
The costs involved in car ownership continue to rise at a rapid rate, and U.S. President Donald Trump's tariffs could create a snowball effect.
Worried about the transition to retirement? How volunteering can boost well-being
When Ginny Barton’s husband passed away, she started volunteering to keep busy. By teaching others to knit, she gained a new sense of community. Retirement planning is more than money.
Living with diabetes can come with various challenges, including getting life insurance with affordable premiums.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
Can you make RRSP contributions after age 71? - MoneySense
Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted your account to a RRIF.
Tax refunds are arriving and Gen Z are the most likely to invest it: survey - National | Globalnews.ca
A new survey from TD Bank found Gen Z are the most likely Canadians to invest their tax returns once received, but also may be unclear on how some savings accounts work.
Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.
Housing downturn worsens as border tensions disrupts Canadian market stability
Canada’s housing market, which had consistently rebounded from previous economic shocks over the past 25 years, is now facing significant strain. According to The Globe and Mail, this time the stress comes not from domestic conditions but from the trade policies of US President Donald Trump.
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Marriage versus common-law in Canada: the surprising financial impact and differences
"Are you living with your significant other? You could be in a common-law marriage without realizing it.
While both common-law partnerships and legal marriages are recognized for tax and legal purposes, the financial privileges and responsibilities often differ between the two. From tax benefits and pension entitlements to property rights and spousal support, these considerations could make or break your decision to officially tie the knot."
While both common-law partnerships and legal marriages are recognized for tax and legal purposes, the financial privileges and responsibilities often differ between the two. From tax benefits and pension entitlements to property rights and spousal support, these considerations could make or break your decision to officially tie the knot."
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