New this month from Sun Life Financial
As Britain votes to leave the European Union, more market volatility is expected. Find out why your clients in or near retirement should stay the course in turbulent markets.
Can you help clients save more?
For many Canadians, saving isn’t their top financial priority. Yet saving — and saving sooner — is essential to reaching their financial and retirement goals.
2 lesser-known options to manage financial inheritances
Stuart Dollar, Director, Tax and Insurance Planning at Sun Life Financial looks at 2 lesser-known solutions for managing a financial inheritance.
Old U.S. tax raises new concerns
Find out if your clients are affected by the 1% U.S. premium excise tax. It’s been largely ignored for many years, but could see greater enforcement action from the IRS.
Investments and income
Declining interest rates not enough to stop GIC popularity
Don’t discount the value of guaranteed investment certificates (GICs). Sure and steady — GICs remain a popular choice for investors.
The capital dividend account allows for tax-free dividend payments from a private corporation to an individual.
Are your clients saving with a legacy in mind?
Rocco Taglioni, SVP, Sun Life, discusses how wealth products with guarantees can help clients leave a meaningful legacy.