Investor education

Where to best park your extra money

You’ve set aside some extra money and want to put it to best use? Here's a few tips.

Where to best park your extra money

You’ve set aside some extra money and want to put it to best use? Here's a few tips.

  • 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. 

  • June 15, 2021

    Do you know what happens to your accounts when you die?

    Ownership type and designation have major implications for what happens to accounts upon death. We break down what you need to know about the disposition of deposit, non-registered investment accounts and registered investment accounts, from a succession and income tax perspective.


  • April 16, 2021

    Taxes and your retirement income: Key principles to consider with your advisor and tax professional

    By Sun Life Global Investments Tax & Estate Planning Team

    Retirement income planning is a marathon, so a consistent approach can smooth income over the course of retirement, while maintaining flexibility.

  • March 27, 2021

    Build a RRIF to help manage risk

    Manage your retirement risks with confidence. Sun GIF Solutions Income Series can provide a customized solution helping you to plan for retirement income that will last for your lifetime.

  • March 12, 2021

    The value in Segregated fund contracts

    The answer is “insurance” – in the form of death benefit, maturity, and, in some cases, income guarantees.

  • March 10, 2021

    What are GIFs (Guaranteed Investment funds)?

    A key difference is that only insurance companies can offer GIFs. They have benefits that mutual funds don’t, including guarantees and estate planning advantages.

  • February 26, 2021

    Home office expenses in the COVID-19 work environment: What can be deducted?

    The Federal Government announced measures in its Fall 2020 Economic Statement in support of Canadians now working from home.