See your future differently

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Advisors work with many different types of Clients protect what matters most.


Coverage for everyday health costs, or if you or a loved one become sick or injured.


Protect the people you love with the right insurance plan. Get the ball rolling today.


Make the most of your savings and investments. There are many different investment, income and retirement options to choose from.

Business owners

Helping business owners take control of their finances one step at a time.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

Entrepreneurs small

Working hard is part of your DNA. Let’s turn your efforts into long-term financial security.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.


Helping families protect what matters most and work towards a secure financial future for each family member.


In a stage of growth? Wherever you are in life, it’s important to protect yourself and feel confident about your finances.

Gen Z

Starting out isn’t easy but don’t forget that everyone starts somewhere. You can’t reach your goals without taking the first step.

New Canadians

New to Canada? Let me help you “feel at home” with a strategy so you can be confident in your future.

Our solutions

Every financial and protection strategy is different and so are the solutions you need to keep you on track for every stage of life. Browse our various solutions to see if any fit your current needs.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Personal and family health insurance

A policy or contract that gives you, the insured person, financial coverage to help pay for health-care needs. Depending on your policy, the insurance company pays for your covered health-care expenses. You pay the insurance company a monthly premium or fee.

Disability Insurance

Disability insurance (DI) is a type of health insurance. It helps protect you financially by replacing a portion of your income. You receive a benefit if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.

Critical illness insurance

Critical illness insurance (CII) is a type of health insurance. CII coverage can help Canadians or those living in Canada pay the additional costs associated with life-altering illnesses like cancer, stroke, heart attack and dementia.

Travel insurance

Whether you’re headed outside your home province or to the other side of the world, traveling can be stressful.
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses

Dental insurance

Dental insurance, included in a personal health insurance plan from Sun Life, can help you manage dental costs including cleanings, braces, crowns and more.

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, a serious accident, severe illness or deteriorated mental abilities.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Whole life insurance

A type of permanent life insurance that gives your beneficiaries a tax-free payment after you die (called a death benefit). Your beneficiaries can use the money from the death benefit any way they want.
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

Participating life insurance (also called par insurance) is a contract that offers three important features: lifetime insurance, cash-value growth and a chance to earn policy dividends.

Term life insurance

An affordable life insurance policy that gives you financial protection for a certain period of time. If you die while your policy is still active, then your beneficiaries receive a lump-sum, tax-free payment (called the death benefit). They can use this money any way they please.

Mortgage protection insurance

Thinking of buying a new home? Your mortgage lender may offer the option of buying mortgage insurance (also known as creditor insurance). But do you really need it? Or do you need mortgage protection insurance instead?

Permanent Life Insurance

A type of life insurance policy that provides you with lifelong coverage to protect your loved ones. This coverage never expires, no matter your age or if your health changes. Permanent life insurance provides a death benefit, which is a tax-free payment your beneficiaries will get after you die.

Universal life insurance

The most flexible types of permanent life insurance for Canadian residents.
It offers key financial planning features such as lifelong protection that never expires and opportunities for tax-preferred savings growth.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

GICs (Guaranteed investment product)**

Designed for people who want to protect their principal and earn a guaranteed rate of return.
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†

A mutual fund is a pool of money and investments (e.g. stocks, bonds and other types of investments) that are managed by a professional fund manager.

Segregated funds

Segregated fund contracts are a popular investment option, available only from life insurance companies. Similar to mutual funds, segregated funds are large pools of money invested in stocks, bonds or other securities. These contracts have higher fees than mutual funds because they also offer guarantees and some of the additional benefits of a life insurance contract.

Annuity products

An annuity protects you from the risk of outliving your money and helps to cover basic expenses in retirement. In exchange for a lump-sum premium, an insurance company – like Sun Life – guarantees to pay you an income for life or as long as the annuity contract specifies. Your income will be secure from both market and interest rate risks – and, if you buy your annuity with non-registered savings, you could also benefit from tax savings.

**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.

Let’s get together

Our team and dedicated advisors are here to help you with your health and wealth needs. Reach out to us if you have any questions or are ready to get started.