Planning and Advice

Planning and Advice

10 tips for surviving compliance reviews

Congratulations, you’ve just been selected by the OSC for a compliance review—beginning next week!

By Dean DiSpalatro |November 11, 2013

2 min read

Planning and Advice

7 virtues of time management

Back in April I wrote an article on the seven deadly sins of time management. Let’s look at seven virtues.

By Bryce Sanders |November 11, 2013

3 min read

Planning and Advice

Hot topic: The role of mutual funds in a retirement income plan

The financial crisis of 2008 has caused some client hesitation around market-based investments. Yes, they offer good growth opportunities but what about the risks? In a volatile economy, aren’t guaranteed products a better way to go? Especially when you’re receiving income in retirement? We asked two Sun Life Global Investments Wealth Sales Directors to share their thoughts on the role of mutual funds in a retirement income plan. Here’s what they had to say.

November 11, 2013

5 min read