The right solutions at the right time
We understand that each Client's financial needs and goals are unique. That's why we offer a comprehensive range of personalized insurance and investment products designed to fit your individual circumstances.
Whether you're planning for retirement, securing your family's future, or building your investment portfolio, our customized solutions provide the flexibility and security you need. Explore our diverse offerings and discover how we can help you achieve financial confidence and peace of mind. Our experienced team is here to guide you in selecting the right products to help meet your specific needs, helping ensure a robust and personalized financial plan.
Services
Family & legacy planning
Leaving a legacy for your family is something that’s important to many people. Let’s create a plan that helps you feel confident in the legacy you leave behind.
Financial planning
A solid financial plan is important. Let’s create a plan that incorporates investment planning, tax planning, risk management and a retirement strategy.
Retirement planning
A strong retirement plan is a key part of living out your retirement dreams. Let’s create a plan that incorporates your needs, goals and expected income.
Health insurance products

Personal and family health insurance

Disability Insurance

Critical illness insurance

Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses

Dental insurance

Long term care insurance
Life insurance products

Whole life insurance
While some life insurance plans offer coverage for a specific amount of time, whole life insurance has no time limit because it covers you throughout your life. So you don’t have to worry about your coverage expiring or renewing your policy.

Participating life insurance

Term life insurance

Mortgage protection insurance

Permanent Life Insurance

Universal life insurance
It offers key financial planning features such as lifelong protection that never expires and opportunities for tax-preferred savings growth.
Saving and budgeting

RRSP (Registered retirement savings plan)
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.

TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.

RESPs (Registered education savings plan)†

GICs (Guaranteed investment product)**
Because of their many features, guaranteed interest products are an important component of both registered and non-registered savings plans – as well as retirement income plans.

Mutual funds†

Segregated funds

Annuity products

LIRA (Locked-in retirement account)
†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.
**Sun Life Financial Trust Inc. is the issuer of Sun GIC Max and Guaranteed Investment Certificates. Sun Life Financial Trust Inc. is a member of Canada Deposit Insurance Corporation (CDIC). An Insurance GIC is an accumulation annuity issued by Sun Life Assurance Company of Canada.

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