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.

Tax & estate planning

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.

 

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.