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Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/jsun.financial/
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/jsun.financial/
Dossier | Planificateurs financiers | Payer pour des conseils, pas pour des produits (2 articles)
Ils ne sont qu’une poignée au Québec – et certains ont des listes d’attente qui peuvent s’étendre sur des mois.
Canada | Vers une hausse des salaires de 3,2 % en 2027
La hausse moyenne des salaires anticipée en 2027 par les employeurs au Canada devrait se maintenir autour de 3,2 %, selon une enquête de la firme-conseil Mercer Canada, spécialisée en gestion de ressources humaines et en rémunération.
September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
Canada's housing market is healing – but far too slowly to feel it
Hogue writes that "an improving job market will do wonders for confidence," with GDP growth expected to persist through end-2027 and labour market slack absorbed by next spring.
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/
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.
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/
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
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/
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.
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Ici pour répondre à vos questions, expliquer les produits et vous aider à faire les premiers pas pour atteindre vos objectifs.
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.