You’ve taken the first step and booked an appointment with an advisor. Nice! But, now what? Here’s what you can expect from your first meeting.
Money & finances
When to get life insurance?
August 20, 2026
Sun Life’s insurance plans can benefit you at any stage of your life. Here’s how.
10 things you need to do when your spouse dies
August 18, 2026
Being recently widowed is hard enough. Making important decisions while you are grieving is harder. This checklist can help you prioritize what needs to be done when your spouse dies.
Health & wellness
Finding balance: 6 ways to stay healthy after menopause
July 14, 2026
Menopause expert Dr. Shafeena Premji shares advice on how to prepare for, and navigate, life after this major milestone.
“A wonderful time to reinvest in yourself”: Understanding menopause, perimenopause and hormone therapy
June 24, 2026
Perimenopause and menopause bring a lot of challenges. But by preparing yourself with knowledge and resources, you can enjoy a smoother transition.
10 tips for healthy eating on a budget
April 14, 2026
Feeling the pinch of higher food prices? Try these simple ways to eat well without overspending.
Tools & calculators
RRSP calculator
This tool will help you see how changing what you put in your registered retirement savings plan (RRSP) can affect your retirement savings. It will also show you what would happen if you took money out before you retire.
Life insurance calculator
Calculate how much life insurance you might need to help protect the people you love if you die.
Complete this life insurance calculator separately for your spouse/partner.
Budget calculator
Where does your money go? Use this monthly budget calculator to help you manage your spending and understand if you're falling short, breaking even or coming out ahead.
Retirement savings calculator
Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.
Have questions? Contact us