Resources

Start with the right information

Whether you are planning ahead, comparing options or looking for answers to a specific financial question, explore tools and resources designed to give you a clearer starting point.


Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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Life expectancy calculator

Work out your estimated life expectancy, based on recent actuarial data.
What you get: A rough idea of how long you could need your retirement savings to last.
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CPP/QPP calculator

Find out what factors can affect your CPP/QPP payments and estimate your monthly pension income.
What you get: An estimate of your pension income at different starting ages
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Net worth calculator

What’s your net worth? Calculate the difference between what you own (your assets) and what you owe (your liabilities).
What you get: A clear picture of where you stand today to help you plan for the future.
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Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend.

What you get: An assessment of whether you’re saving enough to retire when and how you want.
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Partners

Paul Thorne, LL.B., LL.M., CFP, TEP – Director of Advanced Planning

Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He focuses on complex case consultation within EFPS, with special attention to Canadian business owners, trusts and estate planning. Paul uses his experience as a practicing lawyer to develop practical solutions with a goal of ensuring Clients understand how to meet their objectives tax efficiently.

 

Prior to joining Sun Life Financial, Paul was a practicing lawyer with a focus on estate planning, trusts, corporate structures and reorganizations. He is the former President of the Halifax Estate Planning Council, member of the Nova Scotia Barristers' Society and volunteers regularly with the FP Canada.

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Elissa Officer, CFP, CLU, CHS – Insurance Sales Director

Elissa is a highly experienced financial services professional, who partners with financial advisors and internal business partners to help deliver tailored insurance solutions to client. Her dept of financial services experience and product knowledge, make her a valuable resource for advisors seeking recommendations on complex insurance solutions, to deliver financial plans for their business owner and high net worth clients.

 

Elissa's expertise in financial planning, combined with her advanced designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS), make her a sought after partner for advisors speaking to deliver tailored solutions to their client.

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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.

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.