Heading into the new year we remain bullish overall toward equities, but our investment approach has grown more cautious. Primary concerns include eurozone weakness, uncertainty…
In the continuing low-interest-rate environment, your clients could be waiting for interest rates to rise before they consider investing in fixed-income investments and insurance products…
The following articles from the past year give insights into increasing life expectancies and concerns among Canadians about outliving their retirement savings; suggest opportunities to…
Reports in the news media about Registered Retirement Income Funds (RRIFs) are generating discussions about Canadians outliving their retirement savings.
The recently released 2014 Sun Life Canadian Health Index reveals 45 per cent of Canadian respondents are worried about outliving their retirement savings. That’s not…
At midnight on December 31, registered retirement savings plan (RRSP) holders who turned 71 in 2014 won’t just ring in a new year, they’ll switch…
Seeing is believing. By using Sun Life Financial’s new Annuity & GIC income comparison tool on the Money for Life web app, you can help…
One of the most powerful tools to help maintain balance in any investment portfolio is diversification, which means investing across different regions, industries and geographies.…
Dynamic, diverse and increasingly less distant, global markets present both risks and opportunities but investing for growth often means looking beyond our borders.
Congratulations! If you’re reading this, you’ve made it through the 2013 Registered Retirement Savings Plan (RRSP) season. After taking a moment to let the dust…
Share this short video with your clients to help them find out how they can manage risk in their portfolio by selecting a mix of…
It’s been said that being married can be good for your health and even help you live longer. But do your clients know that it…
It’s that time of year again! The New Year marks the start of Registered Retirement Savings Plan (RRSP) season. You can help make sure your…
Introducing the Buy now, buy later (BNBL) tool from Sun Life Financial, a web application to help you gain a better understanding of how interest…
A surge of Canadian retirees means income will likely be a dominant investment theme for many years to come. Interest in this topic has intensified…
As more of your clients approach retirement, they’ll need advice from you about how to pay for their basic needs and generate income for the…
Financial pundits are virtually unanimous in saying that an alarming number of Quebecers are not saving enough for retirement.
Why would income investors want indirect exposure to infrastructure? Watch the video to find out.
What should an investor look for in an actively managed portfolio? Watch the video to find out.
My interview with tax expert Evelyn Jacks, President of Knowledge Bureau, included good advice on the impact of key life and financial events on tax…
Why might it be risky for income investors to allocate too much of their portfolio to traditional income investments? Watch the video to find out.
More Canadians are cashing in their RRSP savings long before they reach retirement.
Today’s retiree wants both flexibility and security—it’s all about investment balance. While this balance can be achieved by including either a Guaranteed Investment Certificate (GIC)…
Payout annuities provide clients with a guaranteed income stream to help them take care of day-to-day expenses, and allow clients to enjoy life the way…
Many global equity markets are poised for modest gains in 2013, predicts Sun Life Global Investments’ Chief Investment Officer Sadiq S. Adatia.