Wealth, retirement and legacy planning
We can help you put the right plan in place at the right time of your life. Through the accumulation years, we can help you develop investment strategies to build wealth for your retirement. When you retire, we can help you develop a plan for withdrawing income giving top priority to identifying all your income streams and creating a tax efficient plan to support your retirement lifestyle.
Affluent and legacy driven
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.
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
RESPs (Registered education savings plan)†
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.
Mutual funds†
Segregated funds
Annuity products
Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
Permanent Life Insurance
Business owners
Business owner insurance
Business Benefits & Savings
RRSPs for Business Owners
TFSAs for Business Owners
Looking at retirement
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.
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
RRIF (Registered retirement income fund)
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.
LIF (Life income fund)
Mutual funds†
Segregated funds
Annuity products
Personal and family health insurance
LIRA (Locked-in retirement account)
Long term care insurance
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.