Products and services
Services
Business continuity & succession planning
Let’s create a plan so you don’t have to worry about what will happen to your business and your finances when you are ready to move on.
Business protection & planning
A business plan should adapt as your business moves through its stages. stages. Let’s protect your hard work.
Contingency planning
Planning for the unexpected will help you feel confident in your future, regardless of what life throws your way.
Family centric
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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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Term life insurance
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Personal and family health insurance
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Disability Insurance
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Critical illness insurance
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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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Mortgage protection insurance
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Dental insurance
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Permanent Life Insurance
Affluent and legacy driven
![](/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-RESP.jpg)
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
†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.