Segregated fund contracts (seg funds) are more than just another investment product. Learn more about the additional benefits.
ETF trading – An advisor’s best practices guide
September 23, 2025
Learn ETF best practices: liquidity, trading hours, limit orders, tax implications and NAV tracking to optimize execution for clients.
Why does income diversification matter?
August 12, 2025
Many investors want to grow their capital and achieve steady streams of income. There’s a solution.
Tax-loss harvesting: How to generate tax alpha
May 09, 2025
To better take advantage of tax-loss selling, ideal conditions must be clearly identified. When this is done right, it’s even possible to generate tax alpha with such a strategy.
Are your Clients investing with their legacy in mind?
February 15, 2024
While having an estate plan is important for clients’ legacies, it’s equally important to ensure that their money ends up in the hands of their intended recipients.
Clients need your help to protect and pass on their legacy – their way
September 11, 2023
Many Canadian baby boomers are retiring. However, many of them haven’t planned their succession yet. This gap opens up the opportunity for advisors to start discussing this important topic with their Clients.
Learn how guaranteed investment funds (GIFs) can help your business
May 25, 2023
Your corporate clients may not know Sun Life Guaranteed Investment Funds (GIFs) contracts owned at the corporate level offer several attractive benefits for business owners. GIFs are also known as segregated fund contracts.
Tips to protect your retirement savings from inflation
March 08, 2023
Inflation continues to be a main concern to many Canadians. Here are some strategies advisors can use to protect their Clients' retirement savings
How to avoid family feuds over clients’ legacies
February 10, 2021
Legacy planning represents a great opportunity to help Clients avoid intra-family conflicts, while potentially building inter-generational relationships.
Stay Diversified
Diversifying to reduce risk is a key investment strategy. The reason: not all investments will perform in the same way at the same time.
Advisor tools and calculators
Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life. Select the tool best suited for your client to start their investment journey with Sun Life Global Investments.
Fund reviews
Advisors, please contact your Sun Life Global Investments Wealth Sales Team for fund commentary.