Advisor knowledge hub

MFS Week in Review

December 19, 2025

A review of the week's top global economic and capital markets news.

Tax Tips to optimize savings –Non-registered accounts

December 11, 2025

In the second part of these two series articles, discover how to optimize tax savings from your non-registered accounts and other tax strategies.

Tax Tips to optimize savings – Registered accounts

December 10, 2025

In the first part of these two series articles, discover how to optimize tax savings from your registered accounts.

Seven year-end tax tips for Canadians

December 03, 2025

As we approach the end of the year, we highlight seven strategies that may help to minimize your 2025 tax liability.

Q3 2025 | Market Update

November 06, 2025

The S&P 500 and S&P/TSX Composite rose over the quarter, yet investors favoured safe haven stocks less likely to be impacted by economic turbulence. 

Federal Budget 2025

November 04, 2025

No changes to tax rates but diverse measures like updated rules for registered accounts investing in small businesses and the removal of the Underused Housing Tax (UHT).

Sun Life Granite Funds - Q3 2025 CIO views

October 16, 2025

With many equity indices reaching all-time highs in Q3 and a shifting economic landscape, learn how Sun Life Granite Managed Solutions capitalized on broadening market participation and strategic gold positioning. Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management Inc., also discusses his outlook on bonds, why active management is vital, and how we're navigating potential risks. 

ETF trading – An advisor’s best practices guide

September 23, 2025

Learn ETF best practices: liquidity, trading hours, limit orders, tax implications and NAV tracking to optimize execution for clients.

Why investors may want to consider segregated funds contracts in uncertain times

September 22, 2025

The prospect of heading into an economic downturn, or even a recession may be frightening. But during these turbulent times, investors should think about segregated funds contracts (seg funds). They offer ways to protect your investments and estate planning benefits.

Resources

Stay Diversified

Diversifying to reduce risk is a key investment strategy. The reason: not all investments will perform in the same way at the same time.

Advisor tools and calculators

Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life. Select the tool best suited for your client to start their investment journey with Sun Life Global Investments.

Fund reviews

Advisors, please contact your Sun Life Global Investments Wealth Sales Team for fund commentary.