Resources
Looking for more information to help kickstart your financial journey? Find tools and calculators, informative pages and more.
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
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.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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.
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.
What you get: A clear picture of where you stand today to help you plan for the future.
RESP calculator
Calculate how much you may need to save for your child’s post-secondary education.
What you get: A clear sense of the amount of money you’ll need to cover education costs
What you get: A clear sense of the amount of money you’ll need to cover education costs
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
As a complement to the services provided by Sun Life Financial advisors, Estate & Financial Planning Services (EFPS) connects Clients with a planner who is highly skilled in all facets of financial planning – from investment and tax-efficient strategies to risk management tactics and wealth protection techniques. For over 60 years, EFPS has helped Clients continue to grow their wealth and preserve it for future generations.
Lisa Calleja, CFP® Estate & Financial Planning Services, Central/Atlantic Region
Lisa provides comprehensive financial planning advice to clients of Sun Life advisors. Lisa’s holistic planning advice considers all the different stages of a client’s life to recommend tailored solutions.
Lisa brings over 16 years of experience as a fee -only financial planner, working with clients & their advisors to implement the recommended solutions to support client goals. Prior to joining EFPS , her most recent role was creating comprehensive financial plans for clients who have multiple real estate investment properties, owned both personally and corporately.
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.