Engage directly with senior leaders who understand the needs of established practices.
At Sun Life, you’re a valued partner backed by leaders, peers and a community invested in your success.
Purpose driven by passionate people—backed by Sun Life’s commitment to community and sustainability.
Strong advisor networks, accessible leaders, and an Advisory Council that fosters open dialogue with head office.
Autonomy, support, and upgraded Client meeting spaces, social cafes and flexible workspace options.
Sun Life serves over 12 million Canadians. With more than 2,500 advisors in over 1,100 communities across the country, our advisors are equipped with the latest industry data, knowledge and best practices to be able to provide Canadians with health, wealth and protection solutions to help achieve lifetime financial security and live healthier lives.
Sun Life is consistently ranked among Canada's leading life and health insurers. In 2025, Sun Life was named Life and Health Insurer of the Year at the 10th annual Insurance Business Canada Awards, and earned the top spot among Canadian insurance companies on the Corporate Knights 2025 Global 100 Most Sustainable Corporations in the World.
Recognized as Canada's largest asset manager with more than $1.6T in assets under management globally, one of Canada's largest mutual fund dealers, and with the company’s newest investment dealer – Sun Life Canada Securities Inc. (SLCSI) – continues to build on Sun Life’s strong foundation in both asset and wealth management to serve the evolving needs of advisors and investors.
Accelerate your business with an efficient and effective suite of tools including an advanced CRM platform with appointment scheduler, sophisticated planning, business management and compliance tools, and an innovative AI notes assistant to summarize Client meetings.
At Sun Life, we empower you with the resources you need to transition your business when and how you want—whether that means retiring, transitioning to a new role, or simply planning ahead. We help you create a plan that protects Clients, reflects your goals, and secures your legacy.
Our dedicated transition team takes the time upfront to map out a custom transition plan for you. It includes Client communication, book analysis, premises set up, and marketing strategy.
Engage directly with senior leaders who understand the needs of established practices.
Collaborate on creating a customized path forward that fits your business model.
Let us manage the details, including business transfer, technology and premises set up.
Work with our dedicated support teams to enhance and scale your business.