Estate and financial planning
We help individuals ensure that their assets are protected, and their financial goals are achieved, during and after their lifetime.
Life and health insurance
This includes all types of life insurance, critical illness insurance, disability insurance, personal health insurance and long-term insurance.
Investment strategies
We can help make strategic plans for your investment solutions including mutual funds*, registered accounts (RRSPs, TFSAs, RESPs*, pensions, etc.), and more.
Business solutions
This includes group benefits, key person insurance, pension planning and corporate investment strategies.
Other
We can connect you with external specialists in regard to mortgages, general insurance, accounting, legal and private banking.
* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.
**Guaranteed Investment Certificates (GICs) issued by Sun Life Financial Trust Inc.