Services and solutions
We can help you reach your goals through a variety of solutions. We’ll look thoroughly at your unique situation to create a customized plan just for you. In addition to the products below, we can help you with a number of solutions.
Registered Disability Savings Plans (RDSP). An RDSP is designed as a long-term savings plan to help the financial future of a loved one with disabilities.
Retirement Income Planning. Planning for your retirement is one of the best ways to set yourself up for success. Once you’ve stopped working it doesn’t mean your money has to. Using a variety of investment opportunities, you can enjoy retirement to the fullest. With a range of products and features to offer, we can help you choose what will best fit your needs. Types of retirement income include:
- mutual funds,
- segregated funds,
- annuity,
- guaranteed interest products and
- tax-advantaged retirement income plans.
Estate Planning. An estate plan sets your family up for success when you pass away. Without an estate plan the law will not assume you have made beneficiary choices. Estate planning is important for both individuals and business owners.
Business owners

Business owner insurance

Business Benefits & Savings

RRSPs for Business Owners

TFSAs for Business Owners
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
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
†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.