If you haven’t yet, at some point, you’ll likely have to assist one or more clients navigate the financial ramifications of separation or divorce. Understanding the tax implications is a critical aspect of any marital breakdown.
7 legal documents to have ready at retirement
February 23, 2026
Before you retire, make sure to obtain and organize these important documents.
Tax Tips to optimize savings –Non-registered accounts
December 11, 2025
In the second part of these two series articles, discover how to optimize tax savings from your non-registered accounts and other tax strategies.
Tax Tips to optimize savings – Registered accounts
December 10, 2025
In the first part of these two series articles, discover how to optimize tax savings from your registered accounts.
Seven year-end tax tips for Canadians
December 03, 2025
As we approach the end of the year, we highlight seven strategies that may help to minimize your 2025 tax liability.
Tax-saving ideas for retired couples in Canada
May 22, 2025
Numerous strategies are available for retirees with a spouse or common-law partner (CLP) to minimize tax in retirement.
Taxes and your retirement income: Key principles to consider with your advisor and tax professional
April 03, 2025
Retirement income planning is a marathon, so a consistent approach working with your advisors and tax professional, is essential. This can give you the confidence to help meet your cash flow needs over the course of retirement, while staying flexible.
Transfer of a foreign retirement plan to a Canadian RRSP: tax rules to consider
February 10, 2025
Find out which rules are applicable when transferring a foreign retirement plan into an RRSP on a tax-deferred basis.
Taxation of Non-Registered Income
October 11, 2024
Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF offer lifetime guaranteed income.
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