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Restez informé. Consultez les publications qui peuvent vous être utiles ou vérifiez si un événement a lieu dans votre secteur. Revenez régulièrement; cette page est tenue à jour et contient beaucoup de renseignements pertinents.
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.
Retirement savings calculator

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

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

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

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

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.
What economists expect from the next Bank of Canada rate decision  - BNN Bloomberg

What economists expect from the next Bank of Canada rate decision - BNN Bloomberg

The Bank of Canada will announce its next rate decision on Jan. 24. Economists tracked by Bloomberg expect the central bank will keep its policy rate at five per cent, even after an unexpected increase in December inflation.
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....
3 reasons to get life insurance in your 20s or 30s

3 reasons to get life insurance in your 20s or 30s

Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a video chat to discuss what life insurance might be right for you.
10 steps to buying a house in Canada

10 steps to buying a house in Canada

🏡 Thinking about buying real estate? This article outlines the 10 steps you need to know before you start house hunting.
5 steps to choosing a guardian for your children

5 steps to choosing a guardian for your children

Here are some helpful tips when selecting a guardian for your children:​

1. Ask the guardian first​
3. Remember to include contact information​
4. Name a back-up guardian​

Read more tips in the attached article!
Expert tips for saving money on groceries - BNN Bloomberg

Expert tips for saving money on groceries - BNN Bloomberg

As Canadians battle with high food costs, experts say there are tangible things you can do to lower your grocery bill.
Mortgage insurance vs. life insurance: What you need to know

Mortgage insurance vs. life insurance: What you need to know

Do you need mortgage insurance to protect your home? Or would life insurance do more for you? I can help you figure out what’s right for your unique situation. Call me to set up an appointment.
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...
How to cope with financial stress

How to cope with financial stress

Are you worried about your money? Financial stress can affect your mental health. A psychologist and Sun Life advisor share how you can regain control over...
How high will interest rates go? Could they reach double digits? - MoneySense

How high will interest rates go? Could they reach double digits? - MoneySense

Is the BoC done with rate hikes, or is Canada in for a repeat of the 1980s? Inflation persists, but experts say the driving factors are different today.
How to pay for your child’s education

How to pay for your child’s education

Are your family and friends asking for gift ideas for your kids? Money for their RESP is the gift that keeps on giving. See how it works.
6 choses que vous devez savoir sur le CELI

6 choses que vous devez savoir sur le CELI

Tirez avantage de votre CELI en suivant ces recommandations des conseillers en sécurité financière de la Sun Life.
Personne assise à un bureau et travaillant sur un ordinateur portable

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