Money & finances

How much life insurance do you need? (video)

March 11, 2022

When you’re buying life insurance, it’s important to take into consideration your annual income, debt and net worth.

CRB and other emergency benefits: How COVID-19 affects your taxes

March 03, 2022

Did you receive CRB payments or other government benefits last year due to the pandemic? Here’s a look at how you may be taxed this year and what you can do to reduce your tax bill.

How to create a budget

February 09, 2022

Do you live paycheque to paycheque? No money left over for savings?  It’s probably time to make a budget. 

Taxes and investment income: Which investments can reduce your tax bill?

January 28, 2022

Taxes may be inescapable, but your choice of investments can have a huge impact on how much tax you pay.

What is FOMO and how can you stop it from messing up your finances? (audio)

January 06, 2022

Giving in to FOMO can wreak havoc on your bank account. Here’s how to fight it with a budget trick – and a little help from your friends.

Financial advisor vs. Robo-advisor: How to choose (infographic)

December 20, 2021

Whether it’s from a real person or a robot, here’s how you can find out which type of financial advice is right for you.

Why is life insurance so important for moms? (audio)

December 16, 2021

Whether you’re a single mom or the main provider in your household, life insurance can secure your family’s financial future. Here’s how. 

7 ways the pandemic has changed retirement plans

December 08, 2021

COVID-19 has affected Canadians’ retirement plans in significant ways. Some changes are good news – some not so much.

What is a group RRSP and why do you need to get in on the action?

November 24, 2021

A group RRSP gives you strength in numbers. It can make sure you save for retirement, provide a welcome tax break and cost less than a non-group plan.

Connect with a Sun Life 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.

Related products

Explore our products.

Get a quote

You can buy some of our insurance products online.