Thank you for your request!

We've received your information, and a Sun Life Financial advisor will contact you within the next 3 business days to set up an appointment.

When you meet with the advisor, it's helpful to have an understanding of your current situation and your retirement goals. Consider bringing the following to your first meeting:

  • Information about your current savings/investments
  • Budget/expense estimate
  • Benefit and pension plan details, including a recent statement
  • Your latest Notice of Assessment
  • Your retirement vision

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