Stay informed
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.
How to retire with a mortgage
Retiring mortgage-free is a goal for many Canadians. But what if you can’t? These ideas may help.
How Canada’s large pension funds are approaching green investment disclosures | Benefits Canada.com
Institutional investors are disclosing the environmental impact of their assets through increasingly sophisticated sustainability reports that use the latest disclosure metrics.
Bank of Canada to cut interest rates deeper, faster over next year, economists say
Economists are also forecasting faster and deeper cuts to borrowing costs over the next year, and see the central bank reducing the policy rate from the current 4.5 per cent to three per cent by next July.
Your FHSA contribution limit: avoid these 5 common mistakes
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.
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.
Young Canadians left jobless amid influx of cheap foreign workers
Youth unemployment at highest level in over a decade outside of COVID-19 pandemic
Fixed Income in Focus: Rethinking Cash Allocations
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.
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.
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.
Good news! The deadline for the Protection Bundle offer has been extended! Now, you have until July 31 to bundle any permanent life insurance product with critical illness insurance to save. Connect with me for the full details and to take advantage now!
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
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
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
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...
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
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.
Pros and cons of mutual funds versus ETFs: Dale Jackson - BNN Bloomberg
MUTUAL FUND PROS
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
Mutual funds are the most popular choice for retirement savers because they are the only investment vehicle available to average investors that can provide professional management and diversification.
3 reasons to get life insurance in your 20s or 30s (video)
There are perks to buying life insurance in your 20s or 30s. Watch now.
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 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
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 is rising in Canada. What does this mean? And how will it impact your savings and retirement? Learn more in this article....
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.