Where do you stand? Find out with our tools and calculators
Financial check-up - Check on your current financial health by answering a few questions about your spending, borrowing, saving and investing habits.
Life insurance calculator - In just 2 minutes, calculate how much life insurance you may need.
Critical illness insurance calculator - Calculate what it would cost if you became seriously ill and see how insurance can help.
RRSP calculator - Find out what will happen to your RRSP savings if you change your contribution rate or take money out.
Retirement savings calculator - Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.
Affluent and legacy driven
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
Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
Permanent Life Insurance
Investment options
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.
Segregated funds
Annuity products
Looking at retirement
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.
RRIF (Registered retirement income fund)
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.
LIF (Life income fund)
Segregated funds
Annuity products
Personal and family health insurance
LIRA (Locked-in retirement account)
Long term care insurance
Permanent Life Insurance
†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.