Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Services
Life & Health Insurance
Let’s assess your short and long-term goals and create a strategy that protecting what matters most to you.
Financial Planning
Let us safeguard your wealth with the most cutting-edge holistic planning which can lead to greater financial stability, security and success.
Business Growth Planning
Let's offer personalize insurance and wealth plans to meet your demands and achieve business growth by evaluating your needs and goals.
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
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.