How to make the most of your pension plan
September 12, 2017

How to make the most of your pension plan

Whether you’re confident or concerned about your company pension — or if you don’t have one — these tips will help you boost your retirement savings.

How do I pay myself when I retire?
August 15, 2017

How do I pay myself when I retire?

When you’re employed, your employer is responsible for paying you the money you earn. But what happens when you retire and you have to pay yourself?

Real client stories: Jeff (Video)
July 18, 2017

Real client stories: Jeff (Video)

In the first of a series of videos in which real Sun Life clients talk about how good financial advice is making their lives brighter, we meet Jeff.

5 financial products you should own
July 04, 2017

5 financial products you should own

You don’t need to be born with a silver spoon in your mouth to build wealth. With the right products, you can grow and protect a healthy nest egg.

Financial planning or wealth management?
May 23, 2017

Financial planning or wealth management?

It takes financial planning to create wealth, but you needn’t be wealthy to plan. So what’s the difference between planning and wealth management?

Are segregated funds right for you?
June 13, 2016

Are segregated funds right for you?

Looking for an investment option that can help you sleep at night? Segregated fund products can guarantee you’ll get back some or all of the money you invest.

4 smart ways to use your middle-class tax cut
April 27, 2016

4 smart ways to use your middle-class tax cut

Per paycheque, the money from the middle-class income tax cut may not look like much. But it can add up to enough to do your finances some real good.

How to turn retirement savings into retirement income
January 22, 2016

How to turn retirement savings into retirement income

What happens when you’re ready to start spending your retirement savings? Here’s an overview of your income options.

Workers more concerned than retirees about outliving their savings (Infographic)

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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. 

RRSP calculator

This tool will help you see how changing what you put in your registered retirement savings plan (RRSP) can affect your retirement savings. It will also show you what would happen if you took money out before you retire.

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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