Potential postal disruption. Prepare for possible mail delays due to Canada Post labour negotiations. You can use our mobile app or log in to my Sun Life to submit claims and/or check on your investments.
Numerous strategies are available for retirees with a spouse or common-law partner (CLP) to minimize tax in retirement.
Retirement income planning is a marathon, so a consistent approach working with your advisors and tax professional, is essential. This can give you the confidence to help meet your cash flow needs over the course of retirement, while staying flexible.
Find out which rules are applicable when transferring a foreign retirement plan into an RRSP on a tax-deferred basis.
Discover the opportunity that the inclusion rate for capital gains changes created.
Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF offer lifetime guaranteed income.
Bill and Melinda Gates. Jeff Bezos and Mackenzie Scott. Al and Tipper Gore. Morgan Freeman and Myrna Colley-Lee. All these couples have a big thing in common: calling it quits after many years of marriage.
An investor may accidentally trip over the complex superficial loss rules. Surprise! This can cause unexpected results.
If you have clients with a disability or support someone with one, it’s important to know about the available tax and estate planning options.
What are the do’s and don’ts for a client who is a U.S. person for tax purposes, but who lives, works and invests in Canada? Here’s a list of considerations when it comes to cross-border investments.
As we approach the end of the year, we highlight seven strategies that may help to minimize your 2024 tax liability.
