Understand how contributions to and withdrawals from your RRSP can have an impact on your long-term financial goals.
Learn about how Sun Life insurance participating accounts are managed, how they have historically performed against Canada 10-year bonds, S&P/TSX, GICs, and more.
Meet Scott. He’s 35, single, with a well-established saving plan and his first condo. Scott’s story shows how the combination of SunTerm and Sun Limited Pay life insurance policies can help him – and you – cover temporary and permanent protection needs.
Though she’s only 40, Josephine is thinking about how her long term health — and unforeseen critical illness along the way – can affect her financial future. Find out how critical illness insurance can provide both Josephine and you a lifetime of protection.
Taxes can take a hefty proportion out of what you leave behind. This guide explains strategies for protecting your nest egg for your loved ones.
For business owners:
Your business success depends on your people. These tools can help you understand how the right insurance can help protect one of your most valuable assets:
To decide your destiny, you and your advisor first need to understand your present situation, your needs and obligations, and the solutions that are available.
While the best options for you can only be determined by a needs analysis, these resources can help you to better understand your financial picture and the planning and insurance options that are available.