Investor education

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

Home office expenses – everything old is new again! Plus, a few extras.

March 05, 2024

Deducting your home office expenses will now take more time. This article answers 4 key questions ahead of tax season.

Tax rules for retirees turning 65 or 71

February 29, 2024

Applying these tips will help you pass these milestones well and keep your finances healthy.

Strategies to maximize TFSA benefits

February 15, 2024

The TFSA has grown in popularity over time. Are you maximizing the value of your account? This article provides some tips to do so.

Starting a Business in Retirement

November 13, 2023

Do you plan to start a business in, or near retirement? To make it a success, educate yourself on the fiscal considerations. Learn more in this article.

Working in retirement and your Canada Pension Plan (CPP)

October 16, 2023

Thinking of working once you retire? Keep in mind that this decision may affect your CPP. Here are some financial considerations to keep in mind.

Are advisory fees deductible? It depends

September 12, 2023

François Bernier, notary, Director, Tax and Estate Planning, at Sun Life Global Investments, gives an overview in this article.

Recession: What does it mean for my retirement?

September 12, 2023

Discover some ways for investors weather an economic downturn.

Disinflation, inflation, deflation – What can we learn about what’s next?

September 11, 2023

Looking at the past can help us understand where Canadian inflation may be headed.

What are the benefits of active management?

September 11, 2023

Active and passive management each has pros and cons. This article focuses on five key considerations on how active management can add value to an investor’s portfolio.

Resources

Does it pay to stay invested when markets falls?

The stock market has constant ups and downs, but historically has returned to its previous high with time, even after bear markets. 

Products

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