Resources

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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

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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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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

Valerie Chan, CPA, CA, CPA (Washington), TEP, FEA, CLU, CFP®

Director of Advanced Planning Estate & Financial Planning Services, Western Region

Valerie is the Director of Advanced Planning for the Estate and Financial Planning Services in the West. She collaborates with Sun Life advisors on complex opportunities and advanced planning discussions to provide strategies and solutions for their Clients’ objectives. Valerie enjoys engaging with Clients and their professional advisors to promote cohesive holistic planning and help Clients cut through the complexity of navigating their estate and financial planning.

Prior to joining Sun Life, Valerie was a tax manager at a national accounting firm, where she specialized in personal, corporate and trust & estate taxation. She also has experience supporting ultra-high net worth clients with holistic wealth and tax planning at one of the national wealth management financial institutions in Canada. Valerie was awarded the Highest mark on the Taxation of Trusts TEP exam in 2020. In addition to the CFP, CLU, FEA, and TEP designations, Valerie holds accounting designations in Canada (CPA, CA) and in the US (CPA, Washington).

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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.