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.
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.
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.
What is a financial plan – and do I really need one?
August 09, 2024
A financial plan is a document created with a Certified Financial Planner (CFP) detailing your current money situation and long-term financial goals and ways to help you achieve them. Read on to see how a financial plan could help you.
What is cash value in life insurance, and how does it work?
July 30, 2024
Did you know that some life insurance policies have a cash value? You may be able to provide protection for your loved ones, and access this money. Learn more about cash value in life insurance and how it works.
TFSA or RRSP: When to use one over the other (infographic)
July 30, 2024
When deciding whether to save in an RRSP or a TFSA, the choice is basically to pay the tax now, or pay it later. But there’s more to consider.
New country, no credit? Tips for new Canadians
July 29, 2024
New to Canada or planning to move here? Empower yourself with essential finance tips.
What’s the best way to leave your TFSA to your spouse?
July 24, 2024
Naming a successor holder for your TFSA can cut down on stress at a stressful time. It’s a small detail, but it can make a big difference.
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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