Almost half of boomers don’t retire when planned
Forty percent of boomers had an unexpected retirement date, according to a BMO Wealth Institute report.
New this month from Sun Life Financial
Prime Minister Harper’s proposed tax initiative has a stated goal to provide tax relief to Canadian families. See how you can encourage clients to find ways to make this money work hard for them.
In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.
Making retirement saving easier for your clients
Look at ways to reduce clients taxable income and save for the future with an RRSP, and review some of the advantages over investments held outside an RRSP.
Come to ‘terms’ with your business owner clients
Looking for a way to grow your business? Term life insurance is a valuable tool suitable for your business owner clients’ needs, and can be used to address many of the challenges associated with growing a successful company.
Behind the scenes of new comparison tool
Caroline Laflamme, Wealth Sales Director for Sun Life Financial, describes how this application was created to help make your job easier, and she's done the math to prove it.