Sun Life survey finds most advisors expect to see zero economic growth in Canada in 2013 and for the S&P/TSX Composite Index to end flat
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation, market risk, health care as they age, and mortality. He explains how to create a holistic plan that deals directly deal with these concerns. Banham spoke at CIFPS 2013 in Niagara Falls.
Funds offer investors more choice for income in today’s low interest rate environment
Sun Life Global Investments partners with Dynamic Funds and Sentry Investments
Sun Life poll shows that advisors are concerned about global trends that could impact Canada
The mergers are in connection with the transfer of the mutual fund business of McLean Budden to Sun Life Global Investments
The five portfolios contain a diversified asset mix of 10-15 funds from Sun Life Global Investments, Sun Life affiliates and third-party asset managers
In-house management to take on increased responsibilities
Management fees to change
Process will be extended to MRKPs, financial statements