Kirk McMillan, Regional Vice-President, Wealth Distribution, Sun Life Financial, discusses the Great Intergenerational Wealth Transfer and the risks facing your boomer clients.
CRM tools are the most effective way of managing all aspects of your advisor business – in many cases, through a simple app on your phone.
You’ve helped many clients plan their business succession – but have you thought about your own? Consider these planning tips for success.
The Japanese concept of “ikigai” could be helpful in finding the balance you need to thrive personally and professionally.
Jeffrey Waugh, Director, Wealth and Insurance Tax Solutions, Individual Insurance and Wealth, Sun Life Financial, discusses the new contribution limit for the TFSA and its tax advantages.
How barriers are preventing Canadians from financial planning and retirement readiness
Dean Chambers, VP, Sun Life, discusses the importance of connecting with clients and reviewing their life insurance now.
Paul K. Fryer, VP, Sun Life, discusses a savings option, especially for Canadians who don’t have a workplace pension.
Rocco Taglioni, SVP, Sun Life, discusses how longer lifespans will change the way you work with clients to prepare for retirement.
Sun Life Financial leaders, Rocco Taglioni and Sadiq S. Adatia, discuss the 2016 market outlook and what you can do for clients.