Tools and calculators
Critical illness insurance calculator - Calculate what it would cost if you became seriously ill and see how insurance can help.
Budget calculator - Use this monthly budget calculator to help you manage your spending.
RESP calculator - Calculate how much you may need to save for your child’s post-secondary education.
RRSP calculator - Find out what will happen to your RRSP savings if you change your contribution rate or take money out.
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.
Annuity calculator - A life annuity can offer guaranteed retirement income payments for as long as you live. This annuity calculator will estimate how much income you can get and compare it to income from a GIC or RRIF.
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.
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.
![](/sites/default/files/2023-12/Product-participating-life-insurance.jpg)
Participating life insurance
![](/sites/default/files/2023-12/Product-term-life-insurance.jpg)
Term life insurance
![](/sites/default/files/2023-12/Product-mortgage-protection.jpg)
Mortgage protection insurance
![](/sites/default/files/2023-12/Product-permanent-life-insurance.jpg)
Permanent Life Insurance
![](/sites/default/files/2023-12/Product-universal-life-insurance.jpg)
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.