Reducing your tax bill
New ways to hang onto more of your hard-earned money. Whether you live in the mountains, on the prairies or enjoy life in a coastal...
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Rodney Zawalykut
Mar 22, 20212 min read
Don’t let CRA tax interest relief tempt you into filing late, experts warn
Relief hasn’t been extended to late-filing penalties where there’s an unpaid tax liability By: Rudy Mezzetta, February 22, 2021 Canadians...
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Rodney Zawalykut
Mar 22, 20217 min read
Home office expenses in the COVID-19 work environment: What can be deducted?
By Lori Clements The Federal Government announced measures in its Fall 2020 Economic Statement in support of Canadians now working from...
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Rodney Zawalykut
Mar 22, 20213 min read
Proactive Tax Planning For 2021
By: Curtis Davis February 5, 2021 This article appears in the February 2021 issue of Advisor’s Edge magazine. As the pandemic continues...
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Rodney Zawalykut
Jan 22, 20214 min read
What’s my RRSP contribution limit for 2020?
Registered Retirement Savings Plan basics you need ahead of the March 1 contribution deadline. BY JULIE CAZZIN ON DECEMBER 30, 2020,...
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Rodney Zawalykut
Jan 22, 202112 min read
Q4 2020 | Market Update
By Sadiq S. Adatia, Chief Investment Officer Sun Life Global Despite a global economy ravaged by COVID-19, major indexes surged to record...
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Rodney Zawalykut
Jan 22, 20213 min read
Tax treatments of RPPs versus RRSPs
A tax tale of two benefits at death By: Curtis Davis Registered pension plans (RPP) and RRSPs share many similarities. Both are used as...
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Rodney Zawalykut
Nov 12, 20203 min read
Eight key takeaways from the U.S. election
By Sadiq S. Adatia, Chief Investment Officer Opinions as of November 9, 2020 Heading into the election, U.S. markets were volatile....
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Rodney Zawalykut
Nov 12, 20203 min read
Post-election economic issues for Canada to watch
Election results remain uncertain but markets hold steady By: Fiona Collie, November 4, 2020 The U.S. election remains undecided and will...
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Rodney Zawalykut
Nov 12, 20205 min read
MFS Insights: Amid Vaccine Skepticism, Testing is Key
By Nicholas A. Demko In this piece, MFS dives into the current progress of the development of a potential COVID-19 vaccine and how this...
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Rodney Zawalykut
Sep 10, 20204 min read
RESPs – Not just for kids
A Registered Education Savings Plan can be a smart investment strategy for adults. Manulife Solutions WHEN MOST PEOPLE THINK OF...
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Rodney Zawalykut
Sep 10, 20204 min read
School days
The ABCs of using RESP funds. Manulife Solutions Your wee babes have grown into young adults ready to take on the world – or at least...
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Rodney Zawalykut
Sep 10, 20206 min read
What is an RESP?
RESPs are a powerful education savings tool for parents. Here's why. By Jason Kirby, Money Sense With the sleepless nights that come with...
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Rodney Zawalykut
Aug 13, 20204 min read
Seeking shelter in stormy seas
Segregated fund contracts are designed to help offer a safe harbour for Canadians worried about volatile markets. As Canadians grapple...
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Rodney Zawalykut
Aug 13, 202011 min read
Q2 2020 | Market Update
By Sadiq S. Adatia, Chief Investment Officer, Sun Life Global Investments With so much uncertainty, we held to our cautious view on...
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Rodney Zawalykut
Jun 29, 20203 min read
Market corrections: From fear to opportunity
By Sadiq S. Adatia, Chief Investment Officer, Sun Life Global investments Despite all the dire headlines they generate, deep selloffs are...
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Rodney Zawalykut
May 22, 20202 min read
Does it pay to stay invested when markets fall?
The global stock market has constant ups and downs, but typically returns to its previous high with time, even after bear markets. In...
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Rodney Zawalykut
Mar 6, 20203 min read
Market volatility: Looking beyond the Coronavirus
Sadiq S. Adatia, Chief Investment Officer and Kathrin Forrest, MA, CFA, Portfolio Manager After the World Health Organization warned of a...
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Rodney Zawalykut
Nov 12, 20189 min read
Q4 2019 | Market Update
Written commentary by Sadiq S. Adatia, Chief Investment Officer Opinions as of December 31, 2019, Sun Life Global Investments Q4 2019 |...
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