What we offer for you and your business
Whether you are a business owner or an investor, we will see to your personal, family and business affairs. Our service offering is comprehensive and will help you find innovative financial solutions tailored to your needs. Here is what we offer:
- Transferring your investments towards a global, comprehensive and transparent planning, with the help of a dedicated team;
- Making sure your financial goals - investments and insurance - stay on track when you sell your business oas well as important assets.
- Completing your group insurance or corporate investment plans.
- Obtaining coverage in the event of death, serious illness and disability, combined with tax and corporate strategies.
- Making up the difference between your needs and employer disability and life insurance;
- Developing an adequate financial plan for investment and insurance, while keeping your current corporate structure in mind.
- Defining your objectives as well as the importance of an estate plan in the event of death of key personnel, in both your business and personal life.
Services
Business continuity & succession planning
Let’s create a plan so you don’t have to worry about what will happen to your business and your finances when you are ready to move on.
Business protection & planning
A business plan should adapt as your business moves through its stages. stages. Let’s protect your hard work.
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.
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.
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
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
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.