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.

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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? Do you know what happens to your accounts when you die?

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.

 

Seven year-end tax tips for Canadians
October 13, 2021
Seven year-end tax tips for Canadians

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.

Starting over after grey divorce
July 16, 2021
Starting over after grey divorce

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.

Taxes and your retirement income: Key principles to consider with your advisor and tax professional
April 16, 2021
Taxes and your retirement income: Key principles to consider with your advisor and tax professional

Retirement income planning is a marathon, so a consistent approach can smooth income over the course of retirement, while maintaining flexibility.