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.

Investor education

Eight tax ideas to start 2022 on a positive note

These eight ideas from our tax experts can get your personal finances off to a good start in 2022, no matter if you’re working or retired.

Eight tax ideas to start 2022 on a positive note

These eight ideas from our tax experts can get your personal finances off to a good start in 2022, no matter if you’re working or retired.

  • November 01, 2021

    How inflation impacts your investments

    Inflation relentlessly eats away at your savings and investment income. This article looks at what inflation is, what causes it and the potential impact on your finances.

  • October 13, 2021

    Seven year-end tax tips for Canadians

    As we approach the end of the calendar year, we wanted to highlight seven strategies that may help to minimize your 2021 tax liability as it pertains to your investment portfolio.

  • September 17, 2021

    When good news is bad news: Macro signals, diversification, and advice

    Equity investors have generally benefitted from rising markets, but what happens when this is not the case? In this piece, we show how “good news” can sometimes be “bad” for the market.

  • September 14, 2021

    TFSAs, RRSPs, RESPs and non-registered accounts: A comparison

    There are many different savings account options available in the marketplace today: tax-free savings account (TFSA), registered retirement savings plan (RRSP), registered education savings plan (RESP), and non-registered accounts. Deciding which type best suits your needs is an important part of your financial planning process.

  • August 19, 2021

    Annuities: Your guaranteed retirement paycheque

    Plan for a secure, sustainable retirement with guaranteed income payments – for the rest of your life.

  • July 16, 2021

    Starting over after grey divorce

    Bill and Melinda Gates. Jeff Bezos and Mackenzie Scott. Al and Tipper Gore. Morgan Freeman and Myrna Colley-Lee. All of these couples have a big thing in common: calling it quits after many years of marriage. While divorce is on the rise among older people in Canada, the overall rate of divorce has fallen in the last decade.

  • July 14, 2021

    GICs and GIFs: what's the difference?

    GICs and GIFs – while their names are similar, these investments differ in how they work and their purpose. Find out how GICs and GIFs can complement each other in your portfolio.