François Bernier, Director, Advanced Planning, with Sun Life Financial, shares his insights on this topic.
Don’t discount the value of guaranteed investment certificates (GICs). Sure and steady — GICs remain a popular choice for investors.
Canadians are concerned about securing retirement income and want to know more about annuities.
Wealth products with guarantees can make clients feel good about their retirement portfolios.
With tax changes coming, there’s incentive for clients to consider prescribed annuities in 2016.
The deadline is fast approaching for your clients who wish to re-contribute excess 2015 payments.
High net worth services are more than an opportunity to boost your business. Carine Monge, Sun Life Global Investments’ Director, Private Client, identifies some key changes to help ensure your client relationship continues well into the future.
Most Canadians surveyed want a combination of guaranteed lifetime income and income from pension/government plans. You can help reduce the big gap between what most Canadians want — and knowing how to get it.
Rick Headrick, President of Sun Life Global Investments, discusses the findings of the 2015 Investor Sentiment Report.
The first edition of the Investor Sentiment Report by Sun Life Global Investments finds investors are pessimistic about the economy even as they anticipate an improvement in their own financial position over the next 5 years.