Money & finances

What to do with inheritance money in Canada

November 06, 2026

If you’re one of many Canadians expecting an inheritance in the next decade or two, here are the steps to take before deciding what to do with it.

2026 Canadian Federal Budget: What it means for your finances

November 05, 2026

Wondering how announcements in Canada’s 2026 budget might impact you and your money? Read on for some highlights.

Q3 2026 market update

October 28, 2026

Stay informed with the latest market update. Discover insights into economic trends, investment performance, and the outlook for Canadian and global markets.

How to save for retirement in Canada

October 26, 2026

Here’s how to figure out where your next dollar should go.

What medical tests are required for life insurance?

October 22, 2026

Find out what common medical questions and tests are required for a life insurance application. Also learn about no-medical life insurance options.

Q3 2026 market update

October 02, 2026

Stay informed with the latest market update. Discover insights into economic trends, investment performance, and the outlook for Canadian and global markets.

What's the average debt in Canada and how do you compare?

September 29, 2026

Got debt? Chances are you do and that’s ok. Here’s how your total debt compares to other Canadians and what can help if yours feels like too much.

How to prepare for your first meeting with an advisor

September 04, 2026

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.

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.

Connect with a Sunlife advisor near you to get personalized guidance tailored to your unique goals, needs, and life circumstances.

Enter your postal code to find an advisor near you.

Tools & calculators

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.

CPP/QPP calculator

This calculator will help you understand the factors that can affect your Canada Pension Plan (CPP) or Quebec Pension Plan (QPP). It will also help you estimate your monthly CPP/QPP income.

Life insurance calculator

Calculate how much life insurance you might need to help protect the people you love if you die.

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