With a strong focus on family, building and transferring wealth are key considerations for the Latin American market.
This third article in our emerging market series takes a look at the Arab market.
Helpful tips and information on the best practices when servicing elderly clients.
Socially connected and driven by innovation, the voice of a younger generation speaks up about the importance of having a financial plan
Second in a series – Tech savvy and fiscally focused, more farmers are building vital businesses with customized financial advice at the core.
In the financial services industry, baby boomers and the echo generation represent significant markets. But there’s another group that warrants attention. Our second article in…
A local farmer opens up about what it’s like to run a thriving family cash-crop operation, the future of agriculture and the need for a…
Join Sun Life Financial President and CEO Dean Connor on a journey through some key moments in Sun Life’s 150 year history.
This is the first article in a series to help you understand how the country’s visible minority population is quickly growing, and the opportunities this…
Caroline Laflamme, Wealth Sales Director for Sun Life Financial, describes how this application was created to help make your job easier, and she's done the…
The new year is a time of reflection. At the Retirement Resource Centre, it has prompted us to look back on some of the most…
Most clients know it’s important to plan for retirement. But knowing and doing are two different things.
There comes a time in a client’s life when saving for their children’s education while saving for their own retirement can become a delicate balancing…
Boomers’ transition into retirement is well underway. Every day, over 1,000 Canadians turn 65; by 2028, that number’s expected to reach almost 1,500 a day.1…
Clients in the ‘building for the future’ stage have a lot on their minds. They’re career builders and growing families who are thinking about work,…
We’ve all seen them—the glossy photos of a retired couple on their sailboat, skimming through crystal Caribbean waters, or sinking a putt on a pristine…
Boomers are redefining retirement, erasing the line in the sand between steady employment and a definitive retirement age. The reality is that Canadians are living…
These statistics will help you quickly explain to your clients why it’s important to plan for a retirement that could run 20 or 30 years—or…
Do you know anyone who retired earlier than they expected — not by choice but by circumstance? According to a Statistics Canada study, one quarter…
Canadians are living longer. The odds are good that your clients will be living a long life, so it’s important to ensure they won’t outlive…
Zoomers—Canadians over the age of 45—are a busy group! As the title sponsor of the ZoomerShow, Sun Life Financial recently enjoyed a fun-filled weekend with…
The Retirement Resource Centre was built to provide advisors with the information, tools and resources they need to better support Canada’s growing retirement market. Having…
‘Your health, your retirement’ on the Money for Life web app It’s a fact of life. As we get older, our health changes. So do…
Life expectancy in Canada is on the rise, and that’s great news! But it also means clients need to plan for thirty years, or even…
Generation Y goes by many names: Gen-Y, millennials, or the echo of the baby boom. They’re a generation you want to get to know because…