Welcome to Bright Insights – an educational and informative look at industry issues, market commentary and our thoughts about investing.

Illuminating turning points in the markets, data and client outcomes

Illuminating turning points in the markets, data and client outcomes

By: Lori Landry, Chief Marketing Officer and Head of Institutional Business

I recently sat down with Kathrin Forrest, Portfolio Manager at Sun Life Global Investments, to talk about her journey into the investment profession, navigating constant change and the role of mentorship.

8 ideas to help spring clean your finances

8 ideas to help spring clean your finances

By: Cindy Crean, Managing Director, Private Client

The same rituals that keep your house in order can also do wonders for your finances.

5 tips to get your estate plan in order

5 tips to get your estate plan in order

By: Cindy Crean, Managing Director, Private Client

Estate planning is essential but often overlooked. Having a will drafted by a professional is important at every age because it allows you to distribute assets as you wish.

“She who dares, wins” and other golden career tips: in conversation with Jennifer Lippin Rexinis

“She who dares, wins” and other golden career tips: in conversation with Jennifer Lippin Rexinis

By: Lori Landry, Chief Marketing Officer and Head of Institutional Business

Jennifer Lippin Rexinis is Director, Investment Product Specialist in the Global Product Group at MFS. We sat down to discuss why fixed income is often misunderstood, the importance of gumption and not apologizing.

7 ways men and women see retirement differently

7 ways men and women see retirement differently

By: Lori Landry, Chief Marketing Officer and Head of Institutional Business

Mostly, we see eye to eye. But on seven key questions, many Canadian men and women have different perspectives about what happens after work.

Money on your mind? The link between your health and finances

Money on your mind? The link between your health and finances

By: Cindy Crean, Managing Director, Private Client

Financial stress can stem from a number of causes – insufficient income, precarious work, the challenges of everyday budgeting or debt. A major life event such as an illness or divorce can throw off any financial plan.

Is beta smart enough for you?

Is beta smart enough for you?

By: Kathrin Forrest, M.A., CFA., Portfolio Manager, Sun Life Global Investments

Low returns may be here to stay. See how active management can help.

3 reasons to consolidate and conquer

3 reasons to consolidate and conquer

By: Cindy Crean, Managing Director, Private Client

At the beginning of your career, you started saving. It was slow and sporadic since you were juggling job contracts. Fast forward 15 years. You've risen through the ranks with roles at a couple of different companies.

A letter to my younger self: lessons in life, money and investing

A letter to my younger self: lessons in life, money and investing

By: Cindy Crean, Managing Director, Private Client

Close to 42% of investors believe the Canadian economy will enter into a recession, according to the Market Sentiment Report by Sun Life Global Investments. The numbers are even higher among young Canadians with half of millennials surveyed saying they believe a downturn is close.

BRIGHT PAPER: Loss aversion and your investment portfolio

BRIGHT PAPER: Loss aversion and your investment portfolio

Download this paper to learn more about strategies for addressing a powerful bias.*

*The information contained in this presentation is intended for general informational use only and is compiled from sources believed to be reliable, but no representation or warranty, express or implied, is made as to its accuracy. All opinions contained in the presentation and/or commentaries expressed by Sun Life Assurance Company of Canada are subject to change without notice and are provided in good faith without legal responsibility. You should note that the views expressed are those of the author and not necessarily the opinions of SLGI. This presentation is not intended to provide specific financial, tax, insurance, investment, legal or accounting advice and should not be relied upon in that regard and does not constitute a specific offer to buy and/or sell securities.

Please note, any future or forward looking statements contained in this summary are speculative in nature and cannot be relied upon. There is no guarantee that these events will occur or in the manner speculated. Please speak with your professional advisors before acting on any information contained in this summary.