A perspective on how to have the difficult, yet important conversation about your estate and legacy. Brings to light the importance of discussing your plans with your advisers to review the varying strategies available to insure your estate is handled in the most efficient way.
Archive for the ‘Life Insurance’ Category
JANET MCFARLAND The Globe and Mail Published Wednesday, Sep. 19 2012, 7:43 PM EDT A soaring number of Canadian pension plans are shifting their investment strategies this year to embrace real estate and other alternative assets as they struggle to cope with the challenges of a world with entrenched low interest rates. A survey of pension […]
Insurers Embrace Asset Management
October 17, 2013
Since Sun Life Financial Inc. re-launched its asset management business three years ago, the unit has increased the number of its funds fourfold, highlighting efforts Canadian insurers have made to build their wealth management operations to offset weakness caused by low interest rates.
Pension funds are facing strain as people live longer. Punishing them by forcing them to work longer won’t help
Video: Money for Life – Retirement Planning
March 21, 2013
A great perspective from Sun Life on retirement income planning