The Sun Life advantage
Here are just a few ways you can benefit from a Sun Life retirement income solution:
A Retirement Consultant can guide you through the enrolment process over the phone. You can also access your accounts and helpful retirement planning tools and information online 24/7 via mysunlife.ca.
Access to diverse and well-managed investment funds
You can choose from more than 70 investment options, all managed by highly qualified fund managers, many of whom are not available to the average individual investor. These funds are carefully chosen for their operational transparency, financial stability and market demand.
Competitive rates and fees
You benefit from competitive rates on annuities and group plan investment management fees on RRIFs and LIFs.
Spousal access and the ability to consolidate assets
To take full advantage of the attractive fees and features offered, you may bring assets you and your spouse hold at other financial institutions into the plan.
Ongoing support and objective guidance
You have access to confidential one-on-one guidance by phone through our Retirement Consultants, or we can match you with a Sun Life Financial Advisor who can meet with you in person to help you create or review your financial plan.