Our Services & Products
We are here to help you and your loved ones achieve lifetime financial security and live healthier and wealthier lives. We can maximize the value of our guidance by taking a comprehensive view of your life.
Rather than looking at strategies individually, we examine your entire financial plan. Our goal is to build a context that addresses any and all concerns you have, providing clarity and resolution.
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)
Mutual funds†
Segregated funds
Annuity products
Personal and family health insurance
LIRA (Locked-in retirement account)
Long term care 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
**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.
†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.