Resources

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

Looking for more information to help kickstart your financial journey? Find tools and calculators, informative pages and more.

Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone. 

What you get: An estimate of the amount of coverage you need to protect those who depend on you

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Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.

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Critical illness insurance

Calculate what it would cost if you became seriously ill and see how insurance can help.
What you get: An estimate of how much you would need to cover expenses if you got sick.

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Net worth calculator

What’s your net worth? Calculate the difference between what you own (your assets) and what you owe (your liabilities).
What you get: A clear picture of where you stand today to help you plan for the future.

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Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend. 
What you get: An assessment of whether you’re saving enough to retire when and how you want.

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RRSP calculator

Find out what will happen to your RRSP savings if you change your contribution rate or take money out.
What you get: An understanding of what contributions and withdrawals will do to your RRSP’s growth.

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RRSP vs. Mortgage calculator

Should you pay off your mortgage or contribute to your RRSP? Use this simple tool to find out.
What you get: An idea of how much you would gain by putting money towards your mortgage or RRSP.

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Partners

Adelina Banks, CFP®, RRC

Financial Planner - Estate & Financial Planning Services, Western Region

Adelina joined Sun Life in October of 2016. Known for her strong customer service focus and a high degree of professionalism and integrity, Adelina supports our advisors by preparing comprehensive financial plans for their clients. Throughout the planning process, Adelina is committed to taking a holistic view toward helping clients reach their personal and financial goals.

In her previous role as an advisor and financial planner, she provided a full range of insurance, investment and planning services.

Adelina holds the Certified Financial Planner and Registered Retirement Consultant designations and speaks English and Portuguese.

As a complement to the services provided by Sun Life Financial advisors, Estate & Financial Planning Services (EFPS) connects clients with a planner who is highly skilled in all facets of financial planning – from investment and tax-efficient strategies to risk management tactics and wealth protection techniques. For over 60 years, EFPS has helped our clients continue to grow their wealth and preserve it for future generations.

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Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.