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Financial planning and advice

Worry less and save more

A recent study of Canadian families confirms that working with an advisor has a positive, significant impact on financial assets after factoring out 50 other variables.1

And 83% of Canadians who work with a financial advisor are confident they’ll be able to enjoy the lifestyle they want in retirement.2

Build your financial plan: Enjoy today and save for tomorrow

A good financial plan includes the right mix of income, savings and insurance protection products to help you meet your financial goals.

Tips on finding the right advisor

Here are some good tips on how to find an advisor you can trust to help you achieve lifetime financial security.

What does a Sun Life Financial advisor do

Everyone can benefit from sound financial planning advice, no matter how much or how little money you have to work with.

Money for Life: Planning that adapts to you

Protection, guarantees and the freedom to live your way, now and in retirement.

Estate and Financial Planning Services (EFPS)

Your Sun Life Financial advisor can give you access to an EFPS specialist to help plan for your own life and your legacy.

Work with one of our licensed professionals

For over 150 years, we’ve been committed to helping people reach lifetime financial security through personalized, holistic advice.

Footnotes

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

If you already have a Sun Life Financial advisor, enter all or part of the advisor’s name.

1 Source: Econometric Models on the Value of Advice of a Financial Advisor, CIRANO Institute, July 2012.

2 Source: 2015 Sun Life Financial Unretirement™ Index, Base: Respondents who have investable assets of $100-500K