Are you claiming all the tax credits and deductions you can? If not, you may be paying more to the government than you need to.
Retirement planning for business owners
May 12, 2023
You’ve worked hard to build up your business. You’re proud of what you’ve accomplished. And one day, it will be time to step away from it. Here’s how you can start to get ready.
How to protect your finances from a health crisis
May 05, 2023
A serious illness can affect your finances as much as it impacts your health. Get the ball rolling and find out what you can do to protect yourself and your family. You’ll feel happier knowing that everything can fall into place.
7 life insurance mistakes to avoid
May 03, 2023
Protect yourself from life insurance mistakes with these tips from a Sun Life advisor.
4 things you should know before getting a mortgage in Canada
April 19, 2023
There’s a lot to consider when applying for a new mortgage. Here’s what you need to know before you even make an offer on a new home.
7 tips for executors
April 17, 2023
Serving as an executor can often mean dealing with a pile of confusing paperwork at a time of family sadness. Here are some tips that can help.
4 important tax credits that help caregivers
April 11, 2023
Have you been looking after an elderly or disabled family member during the pandemic? Here are some valuable tax credits that can put money back in your pocket.
Is it time to downsize your home?
April 06, 2023
Are you rattling around in far more house than you need? Here are some financial – and emotional – things to think about when deciding to downsize your home.
How to pay for your child’s education
March 30, 2023
Are your family and friends invested in your little one’s future? Here’s how they can help by contributing to your child’s registered education savings plan (RESP).
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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