Money for Life
It’s our customized approach to your financial and retirement planning. It’s never too early or too late to start! Sun Life’s Money for Life approach makes the most of what you have right now, into retirement and beyond. Congratulations, you’ve already taken the first step!
Set a goal. Start your plan.
It’s easy and feels so good.
There are so many amazing goals and milestones in life. Buying a home… starting a business… sending your kids to school… retiring comfortably. And we all know life will throw us curve balls, such as illness, loss of a job, even the loss of a family member. Sun Life’s Money for Life approach helps you realize your goals while protecting you from the unexpected. You’ll look forward with confidence and enjoy life right now.
Common goals and tips:
Buy a home
Saving for retirement should start with your first paycheque and saving often will let you watch your dollars grow over time. Investing in mutual funds within an RRSP can be a smart option for long-term investing that delivers immediate tax benefits. An advisor can help you plan the right mix of your investments.
The unexpected can happen to anyone. People get sick, lose jobs and face other hurdles. Sun Life’s Money for Life approach emphasizes putting the right protection in place, so you can be financially prepared to take on any curve-balls that life might throw your way. Your advisor can help make sure you have the right plan to protect everything that means a lot to you.
Whether you’re planning to chill on a beach, ski the Alps or go on an African safari, a Tax-Free Savings Account (TFSA) is a smart way to save your money for a big trip and see your savings grow tax-free.
Pay for the
Hard to believe they grow up so fast, and sending them to school can be so expensive. Registered Education Savings Plans (RESPs) are ideal to save for your children's education. Save money tax-free and get a grant from the government!
Buy a vacation
While determining if you have the money you need to buy your dream cottage or southern escape, talk to an advisor to make sure you also have the right investment mix to meet your retirement goals. Insurance can help ensure your kids can keep it in the family after you're gone.
Thinking about retiring in the near future?
Make sure you’re on track. 5-10 years before you will retire is a good time to revisit your plan with an advisor. Make sure that you focus on saving enough through products like mutual funds and accumulation annuities, and that you have the right life and health insurance in place to meet your needs in retirement.
Take up a
Hobbies are an awesome way to live out your dreams but make sure you don’t overspend early, leaving you at risk of running out of money. Establish a sustainable spending rate (a predictable income stream that grows with inflation) so you can live the lifestyle you want, all the way through retirement.
Start a new career
In addition to finding out where the best eating spots are near your new workplace, now’s a good time to revisit your finances with your advisor to make sure you’re on track. You can make adjustments when major events happen in your life, such as starting a new job.
No one wants to talk about their own passing but your advisor can help you select the right life insurance to help you pass on assets in a tax-efficient way, to make the most of the legacy you want to leave for your loved ones.
So what would you
really love to do?
Tell us a goal you have and select the date you want to make it happen.
We can help you get started on a plan to reach this goal.
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An advisor and our Money for Life
approach can help you plan to
reach your goal.
Your next step is meeting with an advisor – it all starts with a conversation.
Our advisors live for this stuff, and they’re ready to help you right now.
You won’t believe how easy planning can be.
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