Innovative solutions for small businesses and professionals
Group Benefits
We understand that the needs of small businesses are as unique as the people running them. That’s why we offer you a variety of affordable, customizable benefits, complete with the features that matter the most to your business.
Insurance Management
Insurance can protect the financial security of the people you love. Transferring the risk of a potentially devastating loss to the insurer will provide you peace of mind and allow you to concentrate on the things that matter most to you.
Group Retirement Plans
We offer comprehensive, hassle-free savings plans for small businesses. We work closely with you to design your plan, then we’ll handle the rest – giving you more time to focus on what matters most.
Retirement Planning
Do you know where your retirement income will come from? We’ll help you invest your savings to provide a steady stream of income so you can enjoy your retirement years to the fullest.
Family centric

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)†

Term life insurance

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

Mortgage protection insurance

Dental insurance

Permanent Life Insurance
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
Business owners

Business owner insurance

Business Benefits & Savings

RRSPs for Business Owners

TFSAs for Business Owners
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.

Mutual funds†

Segregated funds

Annuity products
†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.