Tools and calculators
Life insurance calculator - In just 2 minutes, calculate how much life insurance you may need.
Retirement savings calculator - Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.
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 - Find out how your net worth – the difference between what you own (your assets) and what you owe (your liabilities) compares to other Canadians.
Business owners
![](/sites/default/files/2023-12/Product-business-owner-insurance.jpg)
Business owner insurance
![](/sites/default/files/2023-12/Product-business-benefits.jpg)
Business Benefits & Savings
![](/sites/default/files/2023-12/Product-RRSP-business.jpg)
RRSPs for Business Owners
![](/sites/default/files/2023-12/Product-TFSA-business.jpg)
TFSAs for Business Owners
For individuals
![](/sites/default/files/2023-12/Product-RRSP.jpg)
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.
![](/sites/default/files/2023-12/Product-TFSA.jpg)
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
![](/sites/default/files/2023-12/Product-GIC.jpg)
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.
![](/sites/default/files/2023-12/Product-mutual-funds.jpg)
Mutual funds†
![](/sites/default/files/2023-12/Product-term-life-insurance.jpg)
Term life insurance
![](/sites/default/files/2023-12/Product-family-health-insurance.jpg)
Personal and family health insurance
![](/sites/default/files/2024-05/Disability.jpg)
Disability Insurance
![](/sites/default/files/2024-05/CII.jpg)
Critical illness insurance
![](/sites/default/files/2023-12/Product-travel-insurance.jpg)
Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
![](/sites/default/files/2023-12/Product-mortgage-protection.jpg)
Mortgage protection insurance
![](/sites/default/files/2023-12/Product-dental-insurance.jpg)
Dental insurance
![](/sites/default/files/2023-12/Product-permanent-life-insurance.jpg)
Permanent Life Insurance
Looking at retirement
![](/sites/default/files/2023-12/Product-RRSP.jpg)
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.
![](/sites/default/files/2023-12/Product-TFSA.jpg)
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
![](/sites/default/files/2023-12/Product-RRIF.jpg)
RRIF (Registered retirement income fund)
![](/sites/default/files/2023-12/Product-GIC.jpg)
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.
![](/sites/default/files/2023-12/Product-LIF.jpg)
LIF (Life income fund)
![](/sites/default/files/2023-12/Product-mutual-funds.jpg)
Mutual funds†
![](/sites/default/files/2023-12/Product-segregated-funds.jpg)
Segregated funds
![](/sites/default/files/2023-12/Product-annuity.jpg)
Annuity products
![](/sites/default/files/2023-12/Product-family-health-insurance.jpg)
Personal and family health insurance
![](/sites/default/files/2024-02/LIRA.png)
LIRA (Locked-in retirement account)
![](/sites/default/files/2024-05/LTCI.jpg)
Long term care insurance
![](/sites/default/files/2023-12/Product-permanent-life-insurance.jpg)
Permanent Life Insurance
**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.
![](/sites/default/files/2023-12/lets-connect-CTA.jpg)
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.