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Change is coming for business owners. Are your clients ready?

  • February 6, 2019 March 11, 2019
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In this second part of two articles, we’ll look at fourth option for transferring an RRSP at death, and how you can help.

  • February 6, 2019 February 6, 2019
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In this first of two articles, we’ll look at three options for transferring an RRSP at death, and how you can help.

  • January 9, 2019 January 10, 2019
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A look at the options you can suggest to clients to ensure a smooth transfer of wealth

  • January 9, 2019 January 10, 2019
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Jeffrey Waugh, Director, Wealth and Insurance Tax Solutions, Individual Insurance and Wealth, Sun Life Financial, discusses the new contribution limit for the TFSA and its tax advantages.

  • January 9, 2019 May 8, 2019
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We talked recently to James Deakin – Assistant Vice President, Insurance Distribution for Sun Life Financial – about permanent insurance trends and the role that UL insurance continues to play as part of the financial planning process.

  • October 10, 2018 October 29, 2018
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The strength of Sun Life’s participating account is its investment philosophy

  • June 5, 2018 September 20, 2018
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If you’re not using video to market yourself, you’re missing a big opportunity. Here’s how you can avoid being left behind.

  • May 10, 2018 September 20, 2018
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You’re a guardian, a protector — someone who understands the importance of family. You help clients make financial decisions that go beyond where and how they invest. With your guidance, clients can create a comprehensive plan with better results than they would have gotten if they tried to manage it on their own. The value […]

  • May 1, 2018 November 15, 2018
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There’s an opportunity to help retirees make debt management a short-term priority

  • April 2, 2018 September 20, 2018
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