Services and solutions
We work with many Clients to create detailed holistic plans that help them meet their retirement goals. With decades of experience, our team offers advanced and thorough planning that helps individuals, families, and businesses. Follow the links below to learn more about the ways we can help.
- Estate and financial planning services (EFPS) - Our focus is on lifetime financial security. We go the extra mile to make sure that your financial needs – including estate planning – receive all the professional attention they deserve.
- Personal health insurance - Personal health insurance products help lower your risk of being burdened by expenses for preventive care or medical bills as a result of an illness or accident.
- Health coverage choice - If you're leaving a group benefits plan that provided you with health benefits, you can apply for health coverage choice.
- Long term care insurance - Long term care insurance from Sun Life provides an income-style benefit if you become unable to care for yourself due to aging, an accident, illness or deteriorated mental abilities.
- Critical illness insurance - Offers the financial help to pay the costs associated with life-altering illnesses. If you become sick with an illness covered by your policy and survive the waiting period, you’ll receive a lump-sum cash payment where you can decide how to spend the money.
- Mortgage protection solutions - Provides alternatives to lender mortgage protection insurance.
Health insurance products
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
Dental insurance
Long term care insurance
Life insurance products
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.
Participating life insurance
Term life insurance
Mortgage protection insurance
Permanent Life Insurance
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
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
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.