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CRM tool for advisors

How one advisor uses CRM to maximize business

The case study shows how one advisor puts different elements of a CRM system into action in a typical morning.

Dale Lamb

Mining the niche – segmenting your business for success

Dale Lamb has worked as a leading financial advisor for Sun Life Financial in Kelowna, BC, for almost 25 years. We talked with Dale recently…

  • By: Sun Life
  • June 6, 2019 June 10, 2019
  • 07:00
emerging markets

Emerging Markets: How to weather market volatility

PM Christine Tan discusses volatility, resilience and allocations

  • December 5, 2018 December 5, 2018
  • 00:37
Retirement readiness report

Are Canadians really ready to retire?

When it comes to retirement, how are we doing? Find out how Canadians answered questions about retirement expectations, income and plans

  • September 4, 2018 September 20, 2018
  • 12:08
closer look at participating whole life insurance

Take a closer look at participating whole life insurance

The strength of Sun Life’s participating account is its investment philosophy

  • By: Sun Life
  • June 5, 2018 September 20, 2018
  • 00:00
6 tips to retire debt-free

6 tips to help clients save and retire debt-free

There’s an opportunity to help retirees make debt management a short-term priority

  • By: Sun Life
  • April 2, 2018 September 20, 2018
  • 00:00
Startup business partners working together in desktop

What you need to know about the federal budget

The 2018 federal budget highlights pharmacare, gender pay equity, additional parent support, and more.

  • By: Sun Life
  • March 6, 2018 September 10, 2018
  • 16:36
Young business woman working at desk typing on a laptop in office and drinking coffee.

What you may (or may not) know about your female clients

In honour of International Women’s Day on March 8, discover how Canadian women feel about retirement planning.

  • By: Sun Life
  • March 1, 2018 September 20, 2018
  • 16:05

Outlook 2018

Accelerating global growth and another year of solid corporate earnings could give equity markets room to rally in 2018.

Business Team Meeting Discussion Connection

In the next 5 years, what will have the biggest impact on the value of your advice?

Find out if you should be worried about what concerns top advisors the most – and the least

  • By: Sun Life
  • January 2, 2018 October 31, 2019
  • 00:52
Businessman Holding coffee thinking

2017 – a year of change, a year of opportunity

A recap of the major changes that came into play in 2017.

  • By: Sun Life
  • December 1, 2017 October 1, 2018
  • 08:57
Business People Sitting in an Office Building Having a Meeting

Regulation: leading to better ways of helping your clients

Regulations are evolving for our industry. Find out how these changes may impact your clients.

  • By: Sun Life
  • December 1, 2017 September 10, 2018
  • 08:51
Business People Handshake Greeting Deal Concept

Increase your wealth opportunities as Canadians live longer

Canadian companies known primarily for selling life insurance have experienced significant growth in wealth management and assets under management.

  • By: Sun Life
  • October 2, 2017 October 1, 2018
  • 08:18

Feeling ignored? 2 barriers standing in the way of your advice

How barriers are preventing Canadians from financial planning and retirement readiness

Senior woman websurfing on digital tablet

Innovation and high tech – exciting changes in financial services

Changing the way you do business in the retirement market.

  • By: Sun Life
  • September 6, 2017 October 1, 2018
  • 09:37
Couple calculating financial savings on internet

Are your clients going broke trying to look rich?

Canadians’ debt continues to rise. Learn how to have a debt discussion with clients and help them find their way to financial well-being and plan…

close up, business man or lawyer accountant working on accounts using a calculator and writing on documents

Show clients the benefits of a Trump economy

Despite volatility, experts say investors need to put emotions aside and focus on the fundamentals.

Craftsman Browsing Laptop Connection Technology Concept

Is the TFSA the forgotten child?

See why now might be a good time to get clients started with a TFSA.

Mature businessman looking and reading newspaper in a modern office

An industry insider’s top 5 tools of the trade

Could these recommended resources help you, too?

How to be your clients’ trusted advisor

For many Canadians, it’s all about the service.

Couple walking during heavy snowstorm on the alley under the trees

Are your clients stressed about money matters? You can help!

Canadians aren’t leaving their money worries at home – they’re taking them to work too.

Is continuing education all it’s cracked up to be?

In a word: yes. And not just because of the credits.

What were the most popular articles and video of 2016?

Take a look at the top Sun Life Retirement Resource Centre articles, video and e-book of 2016.

  • By: Sun Life
  • December 1, 2016 September 22, 2018
  • 00:00

Will boomers’ advice to younger generations surprise you?

Take our 3-question quiz to see what retirees say about preparing for a successful retirement.