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Why you should rethink investing in emerging markets

Many emerging market companies are as sound as any Canadian business

Guaranteed income solution

How to discuss guaranteed income solutions with clients

Canadians worry about money. In the 2016 Sun Life Canadian Health Index, 3 of the 4 top drivers of stress were related to financial challenges:…

  • July 5, 2018 September 20, 2018
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How to save $1 million for retirement

It’s registered retirement savings plan (RRSP) season and that means many clients will be thinking about making their contribution by the March deadline.

Young business woman suffering stress working at office computer

What happens when the holder of a TFSA dies?

Think you know all there is to know about the TFSA? You might be surprised.

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Retirement income: How to get your clients their best withdrawal rates

François Bernier, Director, Advanced Planning, with Sun Life Financial, shares his insights on this topic.

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Your critical role: wealth and the new era of retirees

The need for wealth management in retirement is often undervalued and overlooked.

Financial Advisor Assisting Senior Couple

3 vital questions for your investment conversations

See how you can cut through the investment noise and help more clients plan for retirement

Asian couple meeting financial adviser for investment planning.

How easy is it to save $1 million?

For younger Canadians juggling student loans, mortgages, credit card bills and the high cost of living, saving for retirement might seem like a stretch. And…

Get inspired by real people with real investment insights

Did you know that successful investment strategies are connected to a positive attitude? This RRSP season, give your clients the tips they need for a…

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4 tips for a healthy mind and portfolio

Did you know financial well-being is tied to physical and mental well-being? This RRSP season, be the trusted advisor who sheds light on the importance…

How to answer clients’ top 10 questions about CRM2

Help clients better understand the cost and compensation, and performance of their investments.

Why ‘going beyond the illustration’ may help your next par conversation

A couple in their mid-50s are planning to retire, but they’re also engaged to be married. Financial planner Jason Heath offers insight on how their…

Declining interest rates not enough to stop GIC popularity

Don’t discount the value of guaranteed investment certificates (GICs). Sure and steady — GICs remain a popular choice for investors.

3 ways to show clients the money — with guaranteed income for life

Canadians are concerned about securing retirement income and want to know more about annuities.

Clients are pickin’ up good vibrations — about guaranteed income

Wealth products with guarantees can make clients feel good about their retirement portfolios.

2017 tax changes to drive 2016 prescribed annuity sales

With tax changes coming, there’s incentive for clients to consider prescribed annuities in 2016.

Have you had the conversation about lower RRIF withdrawal rates?

The deadline is fast approaching for your clients who wish to re-contribute excess 2015 payments.

High net worth services: Major trends and business development tips

High net worth services are more than an opportunity to boost your business. Carine Monge, Sun Life Global Investments’ Director, Private Client, identifies some key…

Government guaranteed income plans not enough for 80% of Canadians

Most Canadians surveyed want a combination of guaranteed lifetime income and income from pension/government plans. You can help reduce the big gap between what most…

Cautious Canadians, conservative portfolios

Rick Headrick, President of Sun Life Global Investments, discusses the findings of the 2015 Investor Sentiment Report.

Investors pessimistic about economy, more positive on personal finances

The first edition of the Investor Sentiment Report by Sun Life Global Investments finds investors are pessimistic about the economy even as they anticipate an…

Take a closer look at what segregated fund products have to offer

If you don’t currently talk to your clients about segregated fund products, maybe it’s time to take a closer look at what they have to…

Private Client from SLGI: Building your book with affluent investors

The affluent market is growing and represents a significant opportunity for your business. Find out how Private Client from Sun Life Global Investments (SLGI) can…

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…

Maximizing the Family Tax Cut to your clients advantage

Prime Minister Harper announced a new tax initiative with the stated goal to provide tax relief to Canadian families. See how you can encourage clients…