Canadians may have to work
‘a little longer than planned’
Bank of Canada Governor Stephen Poloz says long-term low interest rates mean it may be time revisit retirement planning.
New this month from Sun Life Financial
Tax changes for life insurance are coming soon. Act now to help clients’ life insurance policies be issued under 2016 tax rules.
Do you have clients asking about ways to minimize probate fees? There’s a lot to know, starting with the basics.
Clients don’t want to be a burden.
You can help.
Having a legacy needs conversation can help you understand how your clients want to be remembered and what they want to do with their assets so you can help them fulfil their final wishes.
Keeping up with the Joneses — are lifestyle choices affecting retirement plans?
Over half of all Canadians bend the truth when it comes to talking about their financial status and may be underestimating the ability to maintain their lifestyle in retirement.
The art of retirement income planning
Michael Banham, VP, Wealth Distribution, highlights what you need to know about the opportunity in the retirement income market