Money for Life

Need some advice about planning? We get it, and we’re here to help.

LEARN & PLAN

Bright Start Tool

Wondering how to start working on your life, health, savings and retirement goals? This easy tool turns what you tell us about your life and goals into ideas for action.

Life expectancy calculator

Use this calculator to estimate how long you might live and to see what lifestyle changes you can make to live a longer, healthier life – now and in retirement.

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How advisors help

Explore products and advice for every life stage

Starting out

Do you need a plan?

A financial plan includes the right mix of income, savings and insurance protection products to help you meet your financial goals today and live with peace of mind in retirement.

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Make well-informed decisions with helpful advice. Talk to your advisor or find one near you – there is no cost to talk to an advisor.

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How advisors help

Building

Make your money work harder.

Your finances change as your life changes, be it marriage, a new job or a baby. Here are 5 major milestones an advisor can help you prepare for.

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NEED FINANCIAL ADVICE?

Make well-informed decisions with helpful advice. Talk to your advisor or find one near you – there is no cost to talk to an advisor.

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How advisors help

Pre-retirement

Are you saving enough for the future?

Looking to figure out how much you need to meet your retirement goals? Start by asking yourself the following 9 questions.

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NEED FINANCIAL ADVICE?

Make well-informed decisions with helpful advice. Talk to your advisor or find one near you – there is no cost to talk to an advisor.

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How advisors help

Retirement

Will your money last?

Find out about Sun Life's Money for Life customized approach to financial and retirement planning.

Learn more about Money for Life

Explore 'Retirement'

NEED FINANCIAL ADVICE?

Make well-informed decisions with helpful advice. Talk to your advisor or find one near you – there is no cost to talk to an advisor.

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How advisors help

MY SUN LIFE MOBILE

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Money for Life

Need some advice about planning? We get it, and we’re here to help.

LEARN & PLAN

TALK TO AN ADVISOR

Explore products and advice for every life stage

Starting out

NEED FINANCIAL ADVICE?

Building

NEED FINANCIAL ADVICE?

Pre-retirement

NEED FINANCIAL ADVICE?

Retirement

NEED FINANCIAL ADVICE?

MONEY

HEALTH

PLANNING

MY SUN LIFE MOBILE

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