Money & finances

Talking to kids about money

January 24, 2024

Should you wait until your children are older before you talk to them about money? Not at all. From a young age, your children can master the basics of personal finances. It’s up to you to help them.

How to hold a family meeting about money

January 19, 2024

Who would take care of your children if something happened to you? Can your elderly mother still live on her own? It’s time for a family talk.

6 really useful things you can do with your TFSA

January 10, 2024

A tax-free savings account (TFSA) is more versatile than you might realize. Find out what your TFSA can help you achieve.

Can an annuity help me? What you need to know before you buy

December 19, 2023

Have you heard about an annuity? It can help you get steady income when you retire. But it’s a good idea to find out how annuities work, before you buy one.

Top 9 personal finance topics of 2023

December 18, 2023

What was on the minds of Canadians this year? Money. Actually, a whole lot more than that – but it was mostly money-themed. And rightfully so.

How much does it cost to retire in Canada?

December 08, 2023

Life looks different and your retirement goals may have changed, too. Looking to figure out how much you need to meet these goals? Start by answering these 10 questions

How much can you contribute to an RRSP?

November 27, 2023

RRSP contributions can lead to a nice surprise at tax time because they’re deductible. However, there are some things to look out for when making your annual contribution.

Save for retirement or pay off your mortgage?

November 23, 2023

Not sure if it’s better to pay off your house or save for retirement? Ask yourself these important questions before you decide.

Is it ever too soon or too late to buy life insurance?

November 21, 2023

If you want to financially protect the people dearest to you, it’s best to get life insurance as soon as you can. But don’t worry: it’s also not too late if you don’t have it yet. 

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

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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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