Ontarians worry about poverty in retirement: poll
More than half of Ontarians without workplace pensions are saving nothing.
New this month from Sun Life Financial
Do you have clients looking to donate to a favourite charity, for the first time or through their legacy? Find out what you need to know with ways to provide passive retirement income and a charitable donation strategy.
Unlocked: Interactive tools to match clients’ learning style
Planning tools provide an advantage when working with clients. Tap into these resources to show how different scenarios may play out when building, protecting and planning for retirement.
Need-to-know information for Canadians with IRAs and 401(k) plans.
Snowbirds: Low exchange rates and how to plan for them
How you can help clients in the wake of a weakening Canadian dollar.
Personal debt is threatening retirement plans
Consumer debt in Canada stands at $513 billion, and debt reduction remains Canadians’ top financial priority. The trouble is, when you have debt, saving for retirement becomes a lower priority.
Rocco Taglioni, SVP, Sun Life Financial, discusses wealth management strategies during the RRSP season through growth, income and protection lenses.