Investing basics

How a Sun Life advisor can help you

August 19, 2024

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

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

August 09, 2024

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

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.

Do you know how your investments are taxed?

April 17, 2024

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

Q1 2024 market update: North American equity markets reach new record highs

April 09, 2024

Most major central banks held interest rates steady in the first quarter. Still, statements and comments point to a strong likelihood of interest rate cuts this year, fuelling a rise in equity markets. Read on for our view of the economy and financial markets.

What is an insurance GIC? (video)

March 25, 2024

See how an  insurance GIC can give you guaranteed returns, predictable growth and freedom from worry about market ups and downs. 

How inflation affects your investments

February 28, 2024

Inflation is on our minds these days. Not only does it affect our grocery bills, it also affects our savings and investment income. Read on to learn what inflation is, what causes it, and the potential effect on your finances.

How can inflation affect your retirement plan?

February 22, 2024

No matter where you are on your retirement savings journey, here’s what you need to know about inflation and what you can do to protect your plans for retirement.

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.

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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.

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.

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