I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advise nor do they reflect the official position of Sun Life Financial. Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada) Inc.

The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: Salary or income, investments and insurance amounts Pension and registered savings information Assets and debts Financial information for any business you own more... See more text