Beware of Brand Impersonation Emails and Phone Calls: Sun Life will never call or email asking for personal, financial or e-transfer information to purchase a GIC or to settle an unclaimed insurance policy.
A Registered Retirement Savings Plan (RRSP) allows savings for retirement to grow tax- deferred in a special plan registered with the Canadian government.
Discover the opportunity that the inclusion rate for capital gains changes created.
Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF offer lifetime guaranteed income.
Ownership type and account designations (such as, a beneficiary or successor holder) have major implications for what happens to accounts upon death. We break down what you need to know from a succession and income tax perspective.
Bill and Melinda Gates. Jeff Bezos and Mackenzie Scott. Al and Tipper Gore. Morgan Freeman and Myrna Colley-Lee. All these couples have a big thing in common: calling it quits after many years of marriage.
An investor may accidentally trip over the complex superficial loss rules. Surprise! This can cause unexpected results.
If you have clients with a disability or support someone with one, it’s important to know about the available tax and estate planning options.
What are the do’s and don’ts for a client who is a U.S. person for tax purposes, but who lives, works and invests in Canada? Here’s a list of considerations when it comes to cross-border investments.
As we approach the end of the year, we highlight seven strategies that may help to minimize your 2024 tax liability.
Considerations on paying advisor fees in registered and non-registered accounts
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. all of which are members of the Sun Life group of companies.
