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A refresher on currency hedging

Expert recommends “clear, long-term framework for currency management”

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When the market turns, what happens to ETFs?

Risks that materialize during stressed markets could become systemic, new IIAC report finds

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

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

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What you need to know about the federal budget

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

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.

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

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2017 – a year of change, a year of opportunity

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

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Regulation: leading to better ways of helping your clients

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

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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.

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.

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…

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Show clients the benefits of a Trump economy

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

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Is the TFSA the forgotten child?

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

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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.

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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.

Will boomers’ advice to younger generations surprise you?

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