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’s and Don’ts: Cross-border Investment Considerations

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 is a list of things to consider when it comes to cross-border investments.

Do’s and Don’ts: Cross-border Investment Considerations

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 is a list of things to consider when it comes to cross-border investments.