Resources
Resources are great for when you’re looking for solutions at your own pace. Browse through and check out some of the tools and calculators that provide helpful insights.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
Life insurance calculator
Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.
What you get: An estimate of the amount of coverage you need to protect those who depend on you
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Critical illness insurance
Calculate what it would cost if you became seriously ill and see how insurance can help.
What you get: An estimate of how much you would need to cover expenses if you got sick.
What you get: An estimate of how much you would need to cover expenses if you got sick.
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.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Partners
Mark LeClaire, CFP®, CIM, CLU Planning Director Estate & Financial Planning Services
Description/Bio: Mark focuses on comprehensive planning focusing on tax efficiency for high net worth and high income clientele of Sun Life Financial, predominately with business owners and executives. Mark has been assisting clients in meeting their needs for over 30 years.
In conjunction with your advisor, Mark is happy to put his expertise to work to ensure you and your family are secure and tax efficient.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.