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.
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.
A registered retirement savings plan (RRSP) allows savings for retirement to grow tax free in a special plan registered with the Canadian government.
If you do not have a Tax-Free Savings Account (TFSA), you may be missing one of the most important personal savings vehicles for Canadians.
Selecting the right portfolio doesn't have to be riddled with stressful second thoughts. The first thing you need to do is think about you, and answer a few important questions.
Preparing for a retirement is best looked at as running a marathon rather than sprinting over a 100-meter dash.
A financial plan is not a one-time event. As your needs evolve over time, you will need to adjust your plan to suit your current situation and stage in life. Find out more about the value of advice and working with an advisor.
As more people in developing markets move into the middle class, domestic demand is growing.
If there’s one word that describes the markets this year, it’s volatility. And when markets are volatile, investors need more than a plan that’s set on autopilot.
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.
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates.
