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Improve your industry knowledge with valuable insights and strategies to help you navigate financial success.
https://www.manulifeim.com/retail/ca/en/viewpoints/estate-planning/when-to-consider-the-rrif-successor-annuitant-option
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.
https://www.manulifeim.com/retail/ca/en/viewpoints/estate-planning/when-to-consider-the-rrif-successor-annuitant-option
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.
La planification successorale ne sert pas qu’à transmettre votre patrimoine. C’est aussi une façon de vous assurer que vos volontés seront comprises et que vos proches auront du soutien.
Discuter de vos préférences et travailler avec des spécialistes des questions juridiques et fiscales, au besoin, peut contribuer à apporter une plus grande clarté pour vous et vos proches.
Contactez-moi si vous souhaitez discuter de stratégies qui pourraient appuyer vos objectifs en matière d’héritage. https://advisor.sunlife.ca/jsun.financial/
Discuter de vos préférences et travailler avec des spécialistes des questions juridiques et fiscales, au besoin, peut contribuer à apporter une plus grande clarté pour vous et vos proches.
Contactez-moi si vous souhaitez discuter de stratégies qui pourraient appuyer vos objectifs en matière d’héritage. https://advisor.sunlife.ca/jsun.financial/
La planification successorale ne sert pas qu’à transmettre votre patrimoine. C’est aussi une façon de vous assurer que vos volontés seront comprises et que vos proches auront du soutien.
Discuter de vos préférences et travailler avec des spécialistes des questions juridiques et fiscales, au besoin, peut contribuer à apporter une plus grande clarté pour vous et vos proches.
Contactez-moi si vous souhaitez discuter de stratégies qui pourraient appuyer vos objectifs en matière d’héritage. https://advisor.sunlife.ca/jsun.financial/
Discuter de vos préférences et travailler avec des spécialistes des questions juridiques et fiscales, au besoin, peut contribuer à apporter une plus grande clarté pour vous et vos proches.
Contactez-moi si vous souhaitez discuter de stratégies qui pourraient appuyer vos objectifs en matière d’héritage. https://advisor.sunlife.ca/jsun.financial/
Finances personnelles | Petit guide 101 pour jeter les bases de son plan financier
Il n’y a pas de mauvais moment pour faire le point sur ses finances personnelles, vous diront les planificateurs et les conseillers financiers. Mais y en a-t-il un meilleur que les autres ? « Oui, c’était hier », ironise Léa Saadé, récemment nommée présidente du conseil d’administration de l’Institut de planification financière.
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Private savings are key to improving Canada’s retirement income system | Investment Executive
Retirement income is about more than government benefits and workplace pensions. As Canadians live longer and face rising costs, personal savings are becoming an increasingly important part of the retirement picture.
This article explores why modernizing retirement policies and encouraging private savings could help strengthen Canadians' financial future.
This article explores why modernizing retirement policies and encouraging private savings could help strengthen Canadians' financial future.
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/jsun.financial/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/jsun.financial/
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/jsun.financial/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/jsun.financial/
九月往往帶來新的日常節奏和時間表，這不僅是找回好狀態的絕佳時刻，也是重新梳理財務目標的好時機——無論您是在為置業儲蓄、計劃家庭旅行，還是建立應急基金。
這個秋季，你想實現哪一項財務目標？請在下方評論區分享。🍂
這個秋季，你想實現哪一項財務目標？請在下方評論區分享。🍂
九月往往帶來新的日常節奏和時間表，這不僅是找回好狀態的絕佳時刻，也是重新梳理財務目標的好時機——無論您是在為置業儲蓄、計劃家庭旅行，還是建立應急基金。
這個秋季，你想實現哪一項財務目標？請在下方評論區分享。🍂
這個秋季，你想實現哪一項財務目標？請在下方評論區分享。🍂
As the season changes, it’s a natural time to pause, reflect and adjust your plans. 🍂🍎 Small check-ins now can help you feel more prepared for the months ahead. If it’s been a while, let’s revisit your personal financial roadmap this season.
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
As the season changes, it’s a natural time to pause, reflect and adjust your plans. 🍂🍎 Small check-ins now can help you feel more prepared for the months ahead. If it’s been a while, let’s revisit your personal financial roadmap this season.
#AutumnEquinox #Autumn #FirstDayofFall
#AutumnEquinox #Autumn #FirstDayofFall
This 3-Stock TFSA Plan Gets Harder to Catch Up on Every Year You Wait
Five years of TFSA procrastination can quietly cost you hundreds of thousands, because you’re losing time for compounding.
Need content to better understand the financial landscape? I have valuable resources for you.
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-you-need-to-do-when-your-spouse-dies/
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.
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/what-you-need-to-do-when-your-spouse-dies/
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.
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/jsun.financial/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/jsun.financial/
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/jsun.financial/
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/jsun.financial/
Les 25 à 39 ans tardent à quitter le nid familial | Comment accompagner les jeunes adultes vers l'autonomie financière?
De plus en plus de jeunes adultes tardent à quitter le nid familial, une réalité qui s'explique autant par le contexte économique que par l'anxiété liée à la baisse de leur niveau de vie.
Japanese Yen (JPY): More Than Intervention? | CI Global Asset Management
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/japanese-yen-jpy-more-than-intervention.html
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.
https://www.cifinancial.com/ci-gam/ca/en/expert-insights/articles/japanese-yen-jpy-more-than-intervention.html
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.
Yen Japonais (JPY) : Bien Plus Qu’une Intervention? | Gestion mondiale d’actifs CI
Approfondissez votre connaissance du secteur avec de l’information et des stratégies utiles qui peuvent contribuer à votre succès financier.
https://www.cifinancial.com/ci-gam/ca/fr/expert-insights/articles/japanese-yen-jpy-more-than-intervention.html
Les opinions exprimées dans cet article sont celles de la société de fonds, propriétaire de ce contenu. Elles ne constituent pas des conseils professionnels ni des recommandations et ne représentent pas la position officielle de la Sun Life. Au besoin, veuillez consulter un professionnel spécialisé qui fera un examen approfondi de votre situation juridique, comptable et fiscale.
https://www.cifinancial.com/ci-gam/ca/fr/expert-insights/articles/japanese-yen-jpy-more-than-intervention.html
Les opinions exprimées dans cet article sont celles de la société de fonds, propriétaire de ce contenu. Elles ne constituent pas des conseils professionnels ni des recommandations et ne représentent pas la position officielle de la Sun Life. Au besoin, veuillez consulter un professionnel spécialisé qui fera un examen approfondi de votre situation juridique, comptable et fiscale.
Gen Z life insurance coverage nearly doubles: survey
More young Canadians are recognizing the importance of financial protection.
A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://www.investmentexecutive.com/news/gen-z-life-insurance-coverage-nearly-doubles-survey/
If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to chat.
A recent survey found life insurance coverage among Gen Z Canadians increased from 30% to 58% in just one year. As more Canadians reach milestones like homeownership, starting a family and building their future, conversations about protecting what matters most are becoming a priority. https://www.investmentexecutive.com/news/gen-z-life-insurance-coverage-nearly-doubles-survey/
If you've experienced a major life change recently, now may be a good time to review your financial strategy and make sure it reflects your goals and the people who count on you. Get in touch to chat.
Health insurance and retirement planning
Retirement planning is about more than replacing income. Many Canadians are surprised to learn that expenses such as dental care, vision care, hearing aids, prescription drugs and home care may not be fully covered in retirement.
As Canadians live longer, planning for future health-care costs is becoming an important part of building a retirement strategy that can stand the test of time.
Have you considered how health-related expenses may fit into your retirement plan?
https://www.investmentexecutive.com/news/product/health-insurance-and-retirement-planning-2/?oly_enc_id=9907H7411278F4D
As Canadians live longer, planning for future health-care costs is becoming an important part of building a retirement strategy that can stand the test of time.
Have you considered how health-related expenses may fit into your retirement plan?
https://www.investmentexecutive.com/news/product/health-insurance-and-retirement-planning-2/?oly_enc_id=9907H7411278F4D
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/jsun.financial/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/jsun.financial/
You’ve invested years into building your business, but what’s your plan for what comes next?
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/jsun.financial/
Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.
The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://advisor.sunlife.ca/jsun.financial/
Bank of Canada Holds Interest Rate at 2.25 Per Cent – September 2, 2026
Bank of Canada Governor Tiff Macklem discusses the central bank’s decision to hold its key interest rate at 2.25 per cent, its seventh consecutive rate hold. He is joined by senior deputy governor Carolyn Rogers. (no interpretation)
Train de vie | Quand mon conjoint plus jeune pourra-t-il me rejoindre à la retraite ?
Les couples avec une différence d’âge sont fréquents, et prévoir la retraite peut être une source de tensions. La personne plus jeune peut sentir une certaine pression pour arrêter de travailler et avoir des préoccupations quant à sa sécurité financière à long terme, alors que la plus âgée peut vouloir profiter au maximum de la retraite en couple alors que la santé est encore au rendez-vous.
Bank of Canada Expected to Remain On Hold as Trade Conflict With U.S. Escalates
OTTAWA --The Bank of Canada is widely expected to keep its main interest rate unchanged on Wednesday as policymakers assess the fallout from a stark deterioration in Ottawa-Washington trade ties.
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Nous sommes liés par contrat à Distribution Financière Sun Life (Canada) inc., une compagnie d'assurance-vie, membre du groupe Financière Sun Life. Fonds communs de placement offerts par Placements Financière Sun Life (Canada) inc.