Tax break today, legacy tomorrow
Make the most of the Ecological Gifts Program.
New this month from Sun Life Financial
You’ve worked with your clients to build a holistic plan to help them retire their way. But everything can change in a split second when they’re diagnosed with an illness.
Kids need financial advice too
There comes a time in a client’s life when saving for their children’s education while saving for their own retirement can become a delicate balancing act.
Boomers’ transition into retirement is well underway. Every day, over 1,000 Canadians turn 65; by 2028, that number’s expected to reach almost 1,500 a day.
A smart strategy to make enough money in retirement
The recently released 2014 Sun Life Canadian Health Index reveals 45 per cent of Canadian respondents are worried about outliving their retirement savings.
New video encourages younger clients to think about tomorrow
Clients in the ‘building for the future’ stage have a lot on their minds. They’re career builders and growing families who are thinking about work, buying their first homes and often raising kids.
At midnight on December 31, registered retirement savings plan (RRSP) holders who turned 71 in 2014 won’t just ring in a new year, they’ll switch from “savings” to “income” mode.