Working with a wealth advisor is an important step towards realizing your financial goals. An advisor will help make a plan based on your personal needs and make adjustments as you go through different life stages. 

The longer you work with an advisor, the better they’ll understand you and your priorities. They can give you the right financial advice you as you save, invest, and allocate money to experience life’s important milestones. 

78% of Canadians say working with an advisor has helped them feel financially secure.1

You can talk to an advisor about your options. There’s no cost to talk to a Sun Life advisor – in person, virtually or by phone.

Connect with a Sun Life advisor to help future-proof your finances.

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Why work with an advisor?

You get the advice that's right for you

With so much conflicting advice in the news, online, even from friends and family, making sound financial choices is difficult. Eliminate the confusion and make informed financial decisions with help from a professional.

You get personalized service

An advisor will take the time to listen to your financial goals and learn about what's most important to you and your family.

You get confidence

Confidence that your money is invested in products you understand and your assets are protected.

1 Value of Advice study conducted by Ipsos, August 2019.