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Estate Freeze and Refreeze in an Economic Downturn

2020-ADV-Comment-Newsletter-Sept-Oct-2020-Carey-Lee-copy

smithfinadmin
October 8, 2020
Financial Planning
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Universal Basic Income: Part Five

Financial Series: Universal Basic Income Part 5 of 6 By Brandon Currie This article was published by Reveal Magazines This

The Valuation of Corporate-owned Life Insurance on the Death of a Shareholder

By Glenn Stephens, LLP, TEP, FEA, The valuation of life insurance policies for the purposes of Canadian tax law is

September 2024 Monthly Market Update

Below, you will find our monthly market update and relative information that pertains to the current state of the economy.

August 2024 Monthly Market Update

Below, you will find our monthly market update and relative information that pertains to the current state of the economy.

MORE INFORMATION

September 2024 Monthly Market Update

August 2024 Monthly Market Update

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Universal Basic Income: Part Six

Universal Basic Income: Part Five

CONTACT INFO

386 St. Paul St. Suite 203 St. Catharines, ON L2R 3N2

Phone: 905-687-4063

Fax: 905-687-4177

Email: smith.financial@sunlife.com

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DISCLAIMER

I am a Sun Life Financial Advisor. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial.

Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)

* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.