Retirees may be reluctant to sell homes
Many pre-retirees fear running out of money, but are already too attached to their homes.
New this month from Sun Life Financial
Identify the impact to taxes and retirement savings when clients own foreign property.
Balancing later life adoptions and retirement: What are the considerations?
Finding ways to help clients with their retirement while providing for their younger family will be critical to their financial well-being.
Steering the farm in the right direction
Second in a series – Tech savvy and fiscally focused, more farmers are building vital businesses with customized financial advice at the core.
If you don’t currently talk to your clients about segregated fund products, maybe it’s time to take a closer look at what they have to offer.
The affluent market is growing and represents a significant opportunity for your business. Find out how Private Client from Sun Life Global Investments can offer a fresh approach to investing.
Sun Life Financial starts a three-part series on Gen X – who they are, what they want and how you can help them while building your business.