How advisors can help clients get over childhood hang-ups about money [Toronto Globe and Mail (Ontario, Canada)]
Sun Life Financial Inc. (SLF)
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Source: Toronto Globe and Mail
Ryan Chin, an advisor with Sun Life Financial Investment Services (Canada) Inc. in Hamilton, Ont., recently sat down with one of his clients to work on her financial plan. The client, who was in her sixties, had amassed a small fortune over the years. But the car she drove was a beater and the paint on the walls of her house was in need of an update. And although she could have easily retired two years earlier, she’d held off. Mr. Chin wondered what was going on. After some gentle and careful digging into her background and thought process, he discovered that she was afraid to run out of money in retirement. The client was brought up by members of the generation who had lived through the Great Depression and internalized her parents’ worries that there would never be enough funds. The fear still affected her all these years later. Fortunately, the financial planning process gave him a reason to show her that she would be more than fine. She could enjoy her retirement and even slap a n
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- Sun Life posts first-quarter net income of $875 million [Investment Executive - News]Investment Executive - News
- CANADA STOCKS-TSX futures rise on commodities strength [Yahoo! Finance]Yahoo! Finance
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- 5/9/24 - Beat
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- 5/10/24 - Form 6-K
- 5/10/24 - Form 6-K
- 5/10/24 - Form 6-K
- SLF's page on the SEC website