Tools and calculators
Retirement savings calculator - Find out if you’re spending plan in the future is aligned with your savings strategies today.
Budget calculator - Use this monthly budget calculator to help you manage your spending.
CPP/QPP calculator - Find out what factors can affect your CPP/QPP payments and estimate your monthly pension income.
Net worth calculator - Understand your net worth – the difference between what you own (your assets) and what you owe (your liabilities). Are you where you want to be? Have you diversified your overall net worth portfolio accordingly?
Financial check-up - Check on your current financial health by answering a few questions about your spending, borrowing, saving, and investing habits.
Health insurance products
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Personal and family health insurance
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Disability Insurance
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Critical illness insurance
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Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
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Dental insurance
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Long term care insurance
Life insurance products
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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.
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Participating life insurance
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Term life insurance
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Mortgage protection insurance
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Permanent Life Insurance
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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
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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.
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TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
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RESPs (Registered education savings plan)†
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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.
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Mutual funds†
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Segregated funds
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Annuity products
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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.
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.