Find an advisor

Use one of the 6 options to find an advisor for a financial review.
Option

1
Find your advisor match
with our tool
You tell us a little bit about yourself and the type of advisor you're looking for, and we'll present you with some potential matches.
Line-up of 6 advisors
Launches Advisor Match tool in Flash - Who's your match? Find out with Advisor Match.
Option

3

Need an advisor?

 

Please enter a valid postal code. Eg. A1A1A1


Option

2
Ask for an advisor to contact you

You indicate some basic information below and an advisor will contact you in the next 3 business days.

First name:
Last name:
Province:
Postal code:
Phone: Ext.
E-mail:
Best time to call:



 

Additional comments, for example language, male or female advisor preference, type of service or financial advice you are looking for:


(max. 200 characters)

 

Option

4

Look up an advisor by last name

 

Enter all or part of the advisor's last name:


 
Option

5
Call us toll-free

Call us toll-free at 1 866 SUN-LIFE
(1 866 786-5433).

Our customer service centre is open Monday to Friday, 8 a.m. to 8 p.m., eastern time.
Option

6
Find a financial centre near you
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