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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.

Defined benefit vs. defined contribution pension plans: which is better and how much will I receive?

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.
Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg

Worried about retirement savings? Here's one way to catch up: Dale Jackson - BNN Bloomberg

It starts with making a registered retirement savings plan (RRSP) contribution before the Feb. 29 deadline. You can always contribute to your RRSP, but this month’s deadline applies to plan holders who want to deduct the contribution from their 2023 income – and time is of the essence.
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.
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....
Canada inflation slows to 3.1%, keeping bank on hold - BNN Bloomberg

Canada inflation slows to 3.1%, keeping bank on hold - BNN Bloomberg

​Consumer prices in Canada rose at the slowest pace since June, a reassuring sign for central bank policymakers that rates are now high enough to significantly...
How to make your money last for generations

How to make your money last for generations

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
How to make your money last for generations

How to make your money last for generations

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.
Posthaste: Retired Canadians wary of tapping home equity to plug money shortfall

Posthaste: Retired Canadians wary of tapping home equity to plug money shortfall

Many retired Canadians are averse to tapping into home equity to fund a retirement shortfall, researchers found. Read...
Bank of Canada holds interest rate at 5% as economy weakens

Bank of Canada holds interest rate at 5% as economy weakens

The Bank of Canada held interest rates on Sept. 6, keeping its key policy rate at 5%, the highest level in 22 years. Find out more here.
Gap between Canada's rich and poor widens at record pace on inflation, higher rates

Gap between Canada's rich and poor widens at record pace on inflation, higher rates

Inflation, higher interest rates and declining real estate values are worsening wealth inequality in Canada. Read on.
Canada's economy regains momentum, leaving July rate hike on table

Canada's economy regains momentum, leaving July rate hike on table

Bank of Canada may still raise interest rates higher after GDP data showed economy's growth on track to beat expectations. Read...
What happens when interest rates rise in Canada

What happens when interest rates rise in Canada

The Bank of Canada just raised its prime interest rate, after a short pause on hikes. What impact will this have on interest rates for homeowners? Or on...
Vous partez en vacances? N’oubliez pas votre assurance voyage

Vous partez en vacances? N’oubliez pas votre assurance voyage

Six weeks of gentle health warnings on a recent vacation have convinced me to buy supplementary health insurance.
Critical illness insurance calculator

Critical illness insurance calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Calculateur d'épargne-retraite

Calculateur d'épargne-retraite

La Sun Life peut vous aider à constituer et à protéger votre épargne en vous offrant des produits de placement, d'assurance-vie et d'assurance-santé, et des...
Personne assise à un bureau et travaillant sur un ordinateur portable

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