You’ve taken the first step and booked an appointment with an advisor. Nice! But, now what? Here’s what you can expect from your first meeting.
10 things you need to do when your spouse dies
August 18, 2026
Being recently widowed is hard enough. Making important decisions while you are grieving is harder. This checklist can help you prioritize what needs to be done when your spouse dies.
New Sun Life research: 38% of surveyed Canadian women reshape financial plans due to life transitions 2025
July 09, 2026
A Sun Life survey of 653 Canadian women finds major life transitions like perimenopause and caregiving responsibilities are interrupting careers and reshaping financial futures. Yet traditional planning models may not be built to handle them.
What is a recession and what does it mean for you?
May 29, 2026
Do you know how a recession impacts you? Here’s how it can affect your savings and what you can do to keep your finances on track.
How to build your emergency fund
April 30, 2026
You might not be able to predict a financial emergency, but you can prepare for one. Here’s how you can be ready for life’s surprises.
6 tips for dealing with financial stress
April 10, 2026
Feeling the pinch? You’re not alone – so are millions of Canadians, from all walks of life. Here are 6 steps you can take to improve your financial and mental wellness.
5 ways to manage market ups and downs
April 06, 2026
Watching your investments grow feels great. But what happens when the market takes a downturn, especially during times of economic uncertainty? Here's how to navigate market fluctuations with confidence.
FHSA benefits
April 01, 2026
Buying a home for the first time and considering an FHSA? Here are a few FHSA benefits that you should know about.
Estate planning without children: tips for singles and couples
March 12, 2026
These practical tips are designed to help the money you worked so hard for go to the people (and causes) you love, potentially reducing stress.
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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.
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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