Q3 2024 market update
October 02, 2024

Q3 2024 market update

Central banks lower interest rates to support their economies. Read on for our view of the economy and financial markets.

How to build your customized plan
September 20, 2024

How to build your customized plan

When it comes to money, is your energy focused mostly on your day-to-day finances? Here’s how to start thinking about today’s priorities and tomorrow’s dreams.

15 must-know terms to boost your financial literacy
August 23, 2024

15 must-know terms to boost your financial literacy

Watch a series of videos that explains insurance, savings and investment terms – simply. 

How a Sun Life advisor can help you
August 19, 2024

How a Sun Life advisor can help you

Great financial advice can make a big difference to how your money grows – both now and in the future.

What to do when the stock market is down?
August 16, 2024

What to do when the stock market is down?

Market values usually go up and down. But what can you do, when these values drop a lot? Consider staying invested. Here’s why.

What is a financial plan – and do I really need one?
August 09, 2024

What is a financial plan – and do I really need one?

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

What is cash value in life insurance, and how does it work?

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.

Seven taxes on investments you need to know about
May 02, 2024

Seven taxes on investments you need to know about

Understanding the way your savings are taxed will help you avoid nasty surprises at tax time.

Do you know how your investments are taxed?
April 17, 2024

Do you know how your investments are taxed?

The way your investments are taxed is as important to your bottom line as their rate of return.

Sign up for FREE personalized tips, tools and offers.

I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Learn more about privacy and how we collect data to provide you with more relevant content.

Tools & calculators

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. 

Net worth calculator

Use this calculator to find out how your net worth – the difference between what you own (your assets) and  what you owe (your liabilities) compares to other Canadians.

Annuity calculator

A life annuity can offer guaranteed retirement income payments for as long as you live. This annuity calculator will estimate how much income you can get and compare it to income from a GIC or RRIF. 

Need financial advice?

Make well-informed decisions with helpful advice. Talk to your advisor or find one near you - there is no cost to talk to an advisor.

Get a quote

You can buy some of our insurance products online.