Money & finances

Decumulation: turning retirement savings into retirement income

September 18, 2024

Want to make sure your retirement income lasts as long as you need it? You need a careful decumulation plan. It can also help you pay less tax and give you peace of mind.

Temporary insurance: What is it and how does it work?

September 11, 2024

Need life insurance coverage right away? Temporary life insurance can provide coverage until your life insurance is approved. Here’s how it works.

The hidden costs of early RRSP withdrawals

September 04, 2024

An RRSP is excellent to save for retirement. But early withdrawals can come at a cost. 

How to keep more of your retirement income and pay less tax

August 27, 2024

Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.

How to sell your parent’s home

August 26, 2024

Selling your aging parent’s home can be a difficult process. Here are some tips for how to deal with this sensitive issue – and when.

Is permanent life insurance right for you?

August 20, 2024

Looking for financial protection for the people who depend on you that will last as long as you live? Permanent life insurance might be the answer.

Is term life insurance right for you?

August 20, 2024

Seeking affordable financial protection for a specific period to secure the future of those who rely on you? Term life insurance might be the answer.

How a Sun Life advisor can help you

August 19, 2024

Great financial advice can make a big difference to how your money grows – both now and in the future.

Should I consolidate my investments?

August 14, 2024

Consolidating your investments with one advisor can make it easier for you to reach your goals. And it will save you time in the long run too. Learn how.

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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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