Most don’t have TFSAs
More than half (53%) of Canadians still haven’t opened a TFSA, and 42% of this group don’t intend to open one this year, according to an ING DIRECT survey.
New this month from Sun Life Financial
Make sure your clients with pension income claim this tax credit
April is income tax season and your clients may be eligible for a tax credit. If your clients have income from a pension or certain annuity products, ensure they claim it under the pension income tax credit.
There’s no place like home. Whether it’s based on familiarity, comfort or fond memories, “home” is important to many of us—and the 2014 Sun Life Canadian Unretirement™ Index confirms it.
Congratulations! If you’re reading this, you’ve made it through the 2013 Registered Retirement Savings Plan (RRSP) season.
Zoomers—Canadians over the age of 45—are a busy group! As the title sponsor of the ZoomerShow, Sun Life Financial recently enjoyed a fun-filled weekend with 16,000 Zoomers from Canada’s west coast who attended the Vancouver show.