Personal tax items to consider for clients in 2026 [Advisor.ca (Canada)]
Sun Life Financial Inc. (SLF)
Last sun life financial inc. earnings: 2/12 05:01 pm
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Source: Advisor.ca
As you discuss tax planning with clients in the new year, here are some items to consider. Tax withheld at source If a client will be claiming a significant amount of tax deductions or credits in 2026 — including RRSP contributions or child care and medical expenses — they can apply to the Canada Revenue Agency (CRA) for reduced withholding tax on their paycheque to avoid a tax refund later. “The time value of money is always important,” said Aurèle Courcelles, vice-president of tax and estate planning with IG Wealth Management in Winnipeg. A client could request to reduce tax deductions at source if, for example, they'll be making a significant charitable donation using a donor-advised fund. And if the client moves money from a taxable account to a donor-advised fund early in the year, the client creates “a bigger pot of money” to donate, Courcelles said. “The sooner you put it in, the sooner that money starts to grow tax-free.” Another example is a young client who makes
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SLF
News
- A Look At Sun Life Financial (TSX:SLF) Valuation After Recent Share Price Momentum [Yahoo! Finance]Yahoo! Finance
- DentaQuest Contributes $30,000 to University of Iowa College of Dentistry and Dental ClinicsPR Newswire
- What Catalysts Are Quietly Shifting The Narrative For Sun Life Financial (TSX:SLF)? [Yahoo! Finance]Yahoo! Finance
- Sun Life U.S. named a 2025 Top Place to Work by the Baltimore SunPR Newswire
- Building Brighter Financial Futures: Sun Life and Aflatoun International partner to boost financial literacy for more than 30,000 domestic workers across AsiaPR Newswire
SLF
Earnings
- 11/5/25 - Beat
SLF
Sec Filings
- 12/2/25 - Form 6-K
- 11/10/25 - Form 13F-HR
- 11/6/25 - Form 6-K
- SLF's page on the SEC website