Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

Advisor knowledge hub

Advisor value and the many dimensions of risk

Over the past four years, market risks have dominated the discussion. It seems like a long time ago that the main concern was an aging bull market. 

Advisor value and the many dimensions of risk

Over the past four years, market risks have dominated the discussion. It seems like a long time ago that the main concern was an aging bull market. 

  • June 16, 2020

    Wholesaler Spotlight

    Nathan Amor and Ryan Cipolla, Wealth Sales Directors with Sun Life Global Investments (SLGI), were nominated for Wealth Professional’s 2020 Wholesaler of the Year award. We caught up with Nathan and Ryan to get to know a little more about them and their approach to their work.

  • March 23, 2020

    MFS insights: Don’t blame COVID-19

    Investor apprehension over the coronavirus outbreak peaked during the last week of February.

  • March 03, 2020

    MFS: thoughts on the coronavirus outbreak

    The spread of the recently reported coronavirus virus has prompted investors to question consensus forecasts for global growth in 2020.

  • February 19, 2020

    Celtics, perceptions and investments

    For a while last spring, Canada became a basketball-mad country. The Toronto Raptors surprised a lot of people, especially in the U.S., by winning the NBA championship.

  • January 01, 2020

    Becoming the trusted family advisor for wealth transfers and estate planning

    The following story about a middle-aged professional is true and shows that prospective clients could be closer than you think.

  • November 27, 2019

    Presidents on trial

    History hints at how markets will react to Trump’s impeachment.

  • September 12, 2019

    How to use video marketing to grow your business

    To connect, build and nurture strong relationships, you need to meet your audience where they are.

  • August 31, 2019

    MFS insights: in an aging bull market, investors get picky

    Despite global equity markets providing double-digit returns in the first half of the year, investors are discriminating to a degree that has not been seen in years.

  • August 19, 2019

    Are advisory fees deductible? It depends

    Many dealers have been switching to a fee-based model. The perceived benefit, from the investor’s point of view, could be the potential ability to deduct advisory fees on a non-registered account.

  • June 25, 2019

    Emerging markets: from influential to dominant

    Many of us have grown up in a polarized world: one consisting of the rich, developed markets and the substantially less rich, emerging markets. In 2001, however, the balance started to shift, starting with China joining the World Trade Organization.