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Michael Banham, Michael Irwin

The British decision to leave the European Union and Donald Trump’s election as U.S. President triggered waves of market volatility. While U.S. markets appear to have now embraced Trump, the rollout of his economic agenda is being closely watched. If Trump’s program, which includes massive across-the-board tax cuts and a US$1-trillion infrastructure program, is approved […]

Couple walking during heavy snowstorm on the alley under the trees

Canadians aren’t leaving their money worries at home – they’re taking them to work too.

In a word: yes. And not just because of the credits.

Take a look at the top Sun Life Retirement Resource Centre articles, video and e-book of 2016.

  • By: Sun Life
  • December 1, 2016 September 22, 2018
  • 00:00

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

Having a legacy needs conversation can help you understand how your clients want to be remembered and what they want to do with their assets so you can help them fulfil their final wishes.

80% of Canadian women change advisors within a year of their husband’s death. Here are some tips to help you make a positive connection with women investors.

Over half of all Canadians bend the truth when it comes to talking about their financial status and may be underestimating the ability to maintain their lifestyle in retirement.

Forget the empty nest. Plenty of boomers still have a full house — and it could affect their retirement.

One of the most significant tendencies clients have when investing is called “loss aversion” — a strong desire to avoid loss — that could have negative impacts on retirement plans.