We can help you
Select the right mix of products to meet your changing needs and plan for your future. Protect your greatest asset – your income. Safeguard your savings against the financial impact of an illness. Plan for health needs that emerge as you get older. Plan for business succession.
Affluent and legacy driven
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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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Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
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Permanent Life Insurance
Business owners
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Business owner insurance
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Business Benefits & Savings
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RRSPs for Business Owners
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TFSAs for Business Owners
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)
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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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LIF (Life income fund)
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Mutual funds†
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Segregated funds
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Annuity products
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Personal and family health insurance
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LIRA (Locked-in retirement account)
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Long term care insurance
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Permanent Life Insurance
†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.