On July 1, Canada’s Anti-Spam Legislation (CASL) came into effect to deter the most damaging and deceptive forms of spam—identity theft, phishing and spyware—from occurring…
For the parents of baby boomers, retirement seemed like a 100-yard dash – blasting out of the blocks at age 65 and over in a…
For many clients, being a grandparent is a time of great joy. They delight in seeing their family grow and being part of their grandchildren’s…
One of the responsibilities of my role that I especially enjoy is working alongside and supporting our team of advisors in Quebec. The reason for…
There’s an old myth about life insurance: “the wealthier you are, the less you need insurance.” Like many other generally accepted “truths,” this one appears…
Imagine if one of your clients were gearing up to enjoy the pleasant retirement he’d been planning for years, but a cancer diagnosis blindsides him.…
The desire to protect ourselves and our loved ones runs deep. As early as 4000 BC, marine contracts protected Babylonian merchants from losses related to…
If your clients experienced decreases in the value of their portfolios due to the 2008 financial crisis, last year’s significant increases in stock market values…
While there are plenty of opportunities to talk with your clients about protecting savings and investments against the impact of a long-term health or personal…
Baby boomers – those of us born between 1946 and 1964 – have been the focus of the retirement market for some time now. Today’s…
November is financial literacy month and after spending time as a member of the Canadian Life and Health Insurance Association Inc. (CLHIA) Task Force on…
At Sun Life Financial, we’re focused on better understanding the needs of today’s retirees. Advice from a trusted advisor, our leading suite of retirement products…
No matter what their age, many Canadians aren’t putting their retirement vision on paper. Those who have developed a written retirement plan represent a startlingly…
The mutual fund industry is constantly evolving.
Some Canadians are working past the age of 65 by choice. They enjoy their jobs and they recognize the benefits of remaining active and engaged.…
You hear us talk a lot about baby boomers. Particularly around statistics like the money they’ve accumulated, the longevity they’ll enjoy and the needs they’ll…
A real transformation of the job market has occurred in the last 35 years. Between 1976 and 2009, the gap between women’s and men’s labour…
Let’s be honest. There are many people who would prefer to retire sooner rather than later. But nagging uncertainties have made ‘later’ more common than…
Pre-boomer generations wouldn’t recognize the face of retirement today. It’s even a stranger to many baby boomers nearing retirement or settling into it.