Meet with a financial advisor

Turn your savings into guaranteed retirement income

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We've always been told "there are no guarantees in life," especially when it comes to finances in retirement. It turns out that old adage isn't completely true. Sun Life Financial can offer you guaranteed monthly income in retirement with a life annuity or SunFlex Retirement Income.

A guaranteed income product can be part of your retirement plan and help reduce the worry of keeping your expenses covered by providing a cheque every month, for life, no matter how long you live or what happens in the markets. A CARP Recommended Sun Life Financial advisor can show you how to turn a portion of your retirement savings into a guaranteed income stream. There are a variety of products and options to choose from to meet your needs.

Go ahead - prove those who say "there are no guarantees in life" wrong. Guaranteed income to cover the basics is part of Money for Life - Sun Life's customized approach to your financial and retirement planning. See how guaranteed income can be part of your retirement plan.

Meet with an advisor

 

About our advisors

Whether you dream of sunny days on the golf course, starting a business or more time with family, a CARP Recommended Sun Life Financial advisor can help you retire with confidence.

  • They understand today's economic challenges and how to address them.
  • They recommend sound solutions based on your needs.
  • CARP Recommended advisors are experienced Sun Life Financial advisors who are familiar with the retirement planning needs of clients.

About Sun Life Financial

Sun Life Financial is a leading Canadian-based international financial services company. We help people achieve lifetime financial security. And that's not all:

 It's never too early – or late – to meet with a CARP Recommended Sun Life Financial advisor. And it's easy!

Your retirement could be years away or just around the corner. Maybe you're already retired. No matter where you're at, it's never too early or late to meet with one of our advisors – and we make it easy. Just fill out the following details, submit them and an advisor will contact you within 3 business days to book a meeting.

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Frequently asked questions

Q: I'm already retired. Is there any benefit of meeting with an advisor?
A:
Absolutely! As the economy or your needs change, a CARP Recommended Sun Life Financial advisor can check and help you update your retirement plan to make sure it's still right for you.

Q: What does it cost to meet?
A:
Nothing! When you meet with one of our advisors about your retirement plan, there's no cost involved. The only investment you make is in your future.

Q: How do I get started with my plan?
A:
It's easy! Just complete the section above and one of our advisors will contact you soon.

CARP Recommended advisor

Sun Life Financial is proud to be CARP’s preferred partner for financial services and advice.

Did you know?

  • On average, Canadians expect to live in retirement for 20 years.
  • 63% of Canadians expect they’ll need to work past age 66 compared with 37% who say they want to work.
  • Over one-third (38%) say there is a “serious risk” of outliving their retirement savings.
  • Almost one-third (31%) are not at all confident that they will have enough for their medical expenses in retirement.

Source: Sun Life Canadian Unretirement™ Index 2013

When you meet with an advisor…

  • Be open about your retirement plans and goals.
  • Be upfront about any concerns you have.
  • Have your financial information handy.
  • Ask questions.

The state of retirement in Canada

Watch two of Canada's retirement experts, Kevin Dougherty, president of Sun Life Financial Canada and Moses Znaimer, president of CARP and founder of Zoomer Media in an interview about The state of retirement in Canada.

Your privacy is important to us

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We will not share your personal information or e-mail address with anyone outside our organization. To learn more, see our privacy policy.

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