After June 15, 2022, Microsoft is no longer supporting Internet Explorer 11. If you are currently using Internet Explorer 11, we recommend changing your browser to be sure that web pages display and work as intended.
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.
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.
These eight ideas from our tax experts can get your personal finances off to a good start in 2022, no matter if you’re working or retired.
As we approach the end of the calendar year, we wanted to highlight seven strategies that may help to minimize your 2021 tax liability as it pertains to your investment portfolio.
Bill and Melinda Gates. Jeff Bezos and Mackenzie Scott. Al and Tipper Gore. Morgan Freeman and Myrna Colley-Lee. All of these couples have a big thing in common: calling it quits after many years of marriage. While divorce is on the rise among older people in Canada, the overall rate of divorce has fallen in the last decade.
Retirement income planning is a marathon, so a consistent approach can smooth income over the course of retirement, while maintaining flexibility.
The answer is “insurance” – in the form of death benefit, maturity, and, in some cases, income guarantees.
The Federal Government announced measures in its Fall 2020 Economic Statement in support of Canadians now working from home.
Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF offer lifetime guaranteed income.
Holding foreign stocks can generate return opportunities. But holding them directly creates a tax-reporting obligation. How onerous is filing the T1135 form? And what can investors do to reduce the tax paperwork? (Hint: Consider Canadian regulated mutual funds that invest in foreign stocks)
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.
