How does managing your wealth fit into your financial roadmap? Your wealth is one part of the overall picture. Learn more about why it’s important to know the difference.
How to fix an overcontribution to an RRSP or TFSA
September 30, 2024
Putting too much cash in your RRSP or TFSA is an easy mistake to make. Here’s how it can happen, and how to deal with it.
How to prepare for your first meeting with an advisor
September 26, 2024
You’ve taken the first step and booked an appointment with an advisor. Nice! But, now what? Here’s a rundown of how you can prepare – and what you can expect from your first meeting with your advisor.
How to build your customized plan
September 20, 2024
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.
What's the average debt in Canada and how do you compare?
September 18, 2024
Got debt? Chances are, you do. And chances are, that’s ok. Curious to find out how your total debt compares to other Canadians and what you can do to reduce your debt burden? Read on.
Decumulation: turning retirement savings into retirement income
September 18, 2024
Want to make sure your retirement income lasts as long as you need it? You need a careful decumulation plan. It can also help you pay less tax and give you peace of mind.
Why one advisor is better for your investments and insurance
September 18, 2024
Discover the benefits of working with one advisor for all your investments, insurance, retirement planning and other financial needs.
How to keep more of your retirement income and pay less tax
August 27, 2024
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
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.
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.
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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