Latest news in Market insights

Canada’s emerging markets: Insights into the growing Latin American market

With a strong focus on family, building and transferring wealth are key considerations for the Latin American market.

Canada’s emerging markets: A snapshot of the Arab market

This third article in our emerging market series takes a look at the Arab market.

10 FAQs about working with seniors

Helpful tips and information on the best practices when servicing elderly clients.

The legacy of the family farm: a fresh perspective

Socially connected and driven by innovation, the voice of a younger generation speaks up about the importance of having a financial plan

Steering the farm in the right direction

Second in a series – Tech savvy and fiscally focused, more farmers are building vital businesses with customized financial advice at the core.

A look at Canada’s emerging Filipino market

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…

Keeping the farm in the family

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…

Thank you for 150 years! (Video)

Join Sun Life Financial President and CEO Dean Connor on a journey through some key moments in Sun Life’s 150 year history.

Canada’s emerging markets: Understanding the Chinese market

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…

Behind the scenes of new comparison tool

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…

Readers’ choice: Top 2014 Sun Life Retirement Resource Centre articles

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…

5 ways to get clients talking about retirement

Most clients know it’s important to plan for retirement. But knowing and doing are two different things.

Kids need financial advice too

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…

New CE course offers valuable insight into growing retirement market

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…

New video encourages younger clients to think about tomorrow

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,…

Make the plan fit the vision

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…

Why older adults are detouring the workforce exit

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…

Long days of summer – more days in a longer retirement

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…

Are your clients prepared for a longer retirement if it comes earlier than expected?

Do you know anyone who retired earlier than they expected — not by choice but by circumstance? According to a Statistics Canada study, one quarter…

New tool shows your clients how their longer lives can affect their retirement

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…

Zooming into the west coast! Reflections from the Vancouver ZoomerShow

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…

Top five Sun Life articles from the Retirement Resource Centre in 2013, according to our readers

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…

Get clients thinking about retirement health-care needs and solutions

‘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…

Helping clients build a sound retirement portfolio

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…

Helping Gen-Y plan for their future

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…