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Portfolio positioning in an inflationary environment
Retirees may be worried about losing purchasing power By: Greg Dalgetty, July 8, 2021 © Alexander Raths / 123RF Stock Photo Although...
Rodney Zawalykut
Aug 13, 20212 min read
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Market risks to monitor
Covid-19 is far from over, but prepared investors can withstand its effects By: Michelle Schriver, July 28, 2021 © SherryVSmith_Images /...
Rodney Zawalykut
Aug 13, 20212 min read
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Q2 2021 | Market Update
By Chhad Aul, Vice-President, Portfolio Management and Portfolio Manager, Sun Life Global Investments With the market on a 15-month bull...
Rodney Zawalykut
Aug 13, 20219 min read
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Coping with anxiety as the world re-opens
By Tim Falconer Provinces are easing restrictions and the country is opening up again. That’s great news. Adapting to life in isolation...
Rodney Zawalykut
Jun 14, 20215 min read
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Coverage when it counts
Planning ahead can ease the burden of a critical illness Unexpected health problems can throw your plans and goals off track. Getting...
Rodney Zawalykut
Jun 14, 20214 min read
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How you can reduce your risk of dementia
By Joy Blenman From finishing high school to getting a hearing aid if you need one, here are 9 things you can do to reduce your risk of...
Rodney Zawalykut
Jun 11, 20213 min read
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What you need to know about Alzheimer’s
By Anna Sharratt, Are you or a loved one showing signs of dementia? Here are some warning signs to look out for and what you can do to...
Rodney Zawalykut
Jun 11, 20213 min read
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6 financial goals to aim for in 2021
By Farhana Uddin New Year, new goals. Whether it’s saving for the near future or planning for years from now, here’s how to start taking...
Rodney Zawalykut
Apr 30, 20216 min read
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Financial literacy doesn’t translate to financial security: survey
Research supports the need for advisory services By: Advisors Edge Staff Financial knowledge isn’t translating into financial security...
Rodney Zawalykut
Apr 30, 20212 min read
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Federal Budget 2021
By Sun Life Global Investments Tax & Estate Planning Team COVID-19 upended the finances of governments around the world. And after nearly...
Rodney Zawalykut
Apr 30, 20218 min read
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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...
Rodney Zawalykut
Mar 22, 20215 min read
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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...
Rodney Zawalykut
Mar 22, 20212 min read
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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...
Rodney Zawalykut
Mar 22, 20217 min read
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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...
Rodney Zawalykut
Mar 22, 20213 min read
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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,...
Rodney Zawalykut
Jan 22, 20214 min read
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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...
Rodney Zawalykut
Jan 22, 202112 min read
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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...
Rodney Zawalykut
Jan 22, 20213 min read
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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....
Rodney Zawalykut
Nov 12, 20203 min read
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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...
Rodney Zawalykut
Nov 12, 20203 min read
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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...
Rodney Zawalykut
Nov 12, 20205 min read
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