Find out if you have financial literacy skills to manage your money and investments wisely – or if you need a little help. Test your financial knowledge and see how you score.
Financial literacy terms every Canadian needs to know
November 14, 2025
Want to feel more confident about saving, investing, and protecting your future? Learning these terms is a great place to start.
Investing in your financial health: how an advisor can help when you have diabetes
November 14, 2025
Managing diabetes also means looking ahead to the future. The good news? You’re not alone. Here’s how to prepare for your first meeting with an advisor.
2025 Canadian Federal Budget: What it means for your finances
November 05, 2025
Wondering how announcements in Canada’s 2025 budget might impact you and your money? Read on for some highlights.
Mortgage insurance vs life insurance: What’s the difference?
October 30, 2025
Do you need mortgage insurance to protect your home? Or would life insurance do more for you? Find out which one better helps to protect your home and family.
Can you use an RESP for an apprenticeship?
October 22, 2025
Skilled trades are in demand, and RESPs can help pay for the training. Here’s how.
Do you need life insurance to buy a house in Canada?
October 14, 2025
Buying a new house? You’ll want to think about life insurance to help protect your mortgage and your family. Here’s why.
What happens to an RESP if your child doesn’t go to university, college or trade school?
September 16, 2025
RESPs are a powerful way to invest in your child’s future. But what if they decide not to pursue higher education?
How do I get the right personal health insurance?
July 24, 2025
Help protect your health and your wallet with personal health insurance. Discover how to choose the right coverage for dental, vision, and extended care. Speak with a Sun Life advisor to tailor a plan that fits your unique needs and budget. Your well-being is worth the investment.
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.
Get an online quote
You can buy some of our insurance products online.