Do I need an advisor?

myth: I'm not wealthy enough to work with a financial advisor.
truth: Everyone can benefit from sound financial planning advice, no matter how much money you have to work with. In fact, the tighter your budget, the more important it is to spend your money wisely.

Do I need an advisor?

An advisor identifies financial opportunities and helps you make well informed financial planning choices for building and protecting your savings, based on your goals and plans for the future. They make it easier.

An advisor can help you to:

  • Assess your current situation by examining your finances
  • Set achievable financial goals
  • Develop a realistic plan to meet those goals
  • Understand how all the pieces fit together
  • Put your plan into action
  • Monitor your progress to keep you on track
  • Update your plan to grow with your changing needs and goals
A real advisor explains
how advisors help

Windows Media Player [1 min. 11 sec.]
Transcript
Watch this short video
to see what it's like to
work with me.
Paula MacMillan [Time: 1 min. 6 sec.]
Transcript
Watch this short video
to see what it's like to
work with me.
Shawn Taylor [Time: 59 sec.]
Transcript

See a case study [PDF, 2 pages, 115 kb] about how Lisa and Michael worked through their financial plan with their advisor and meet a real customer.

Of Canadians who work with a financial advisor:

  • 92% are confident they will be able to take care of basic living expenses in retirement
  • 73% are confident they will be able to enjoy the lifestyle they want in retirement
  • 72% feel they have the financial knowledge to be able to plan for retirement

Based on an Ipsos Reid poll, conducted between November 29 and December 6, 2012, on behalf of Sun Life Financial.

Source: 2013 Sun Life Canadian UnretirementTM Index

What does a Sun Life Financial advisor cost?

Working with a Sun Life Financial advisor costs you nothing. You will not be billed for their services. The advisor earns a commission or fee on the financial products you buy. If you don't buy, you don't pay.

ArrowSun Life Financial advisors are here to make it easier; find an advisor near you.

Learn more


Speak with an advisorContact your advisor directly or find an advisor online.

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