Money for Life

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

Find out more

LEARN & PLAN

Bright Start Tool

This easy tool turns what you tell us about your life and financial goals into ideas for action.

Use the Bright Start Tool

Do you need mortgage insurance?

How can you protect your biggest asset — your home — in case something happens to you?

TALK TO AN ADVISOR

Looking for insurance or financial advice?

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.

Read the article

Explore 'Starting out'

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.

Find an advisor

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.

Read the article

Explore 'Building'

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.

Find an advisor

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.

Read the article

Explore 'Pre-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.

Find an advisor

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.

Find an advisor

How advisors help

MY SUN LIFE MOBILE

Submit claims
Check coverage details
Contribute to savings
View investment balances

Download our app

Download the my Sun Life Mobile app. Rated 4.5 stars with 3000 reviews

Your browser is out of date

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

Shine a Light on Diabetes