Fed holds rates steady but rates to increase “soon.” Some perspectives from MFS.
How to avoid family feuds over clients’ legacies
February 10, 2021
Legacy planning represents a great opportunity to help Clients avoid intra-family conflicts, while potentially building inter-generational relationships.
LIF maximums and Sun Life GIFs contracts with lifetime guaranteed income
January 25, 2021
Two of the Sun Life GIFs products, Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF, offer lifetime guaranteed income along with the core elements of a segregated fund contract, such as maturity and death benefit guarantees.
Becoming the trusted family advisor for wealth transfers and estate planning
January 01, 2020
The following story about a middle-aged professional is true and shows that prospective clients could be closer than you think.
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.
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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.