News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Advisors have the ultimate responsibility of knowing the client and determining whether any particular investment product may be suitable for them. As a Sun Life Global Investments Wealth Sales Director, my job is to help advisors understand our investment funds and solutions so that they are well prepared to work with clients.
By Bruce Campbell | January 2, 2014
6 min read
Columnists
November 28, 2023|4 min read
October 25, 2023|3 min read
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Tax & Estate
October 26, 2023|4 min read
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November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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