Sun Life has partnered with Credential Qtrade Securities Inc. – a leading Canadian securities brokerage – to make it easy for you to manage your own investments in stocks, bonds and exchange-traded funds (ETFs). In addition to award-winning online/direct brokerage services at www.qtrade.ca/sunlife, you can also receive personalized support from a Registered Representative to help you with your securities holdings Note: Access to a Credential Securities specialist is available only if you have a Sun Life advisor.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.
A Sun Life Financial advisor can help you get in contact with a Credential Securities specialist to assist integrating your securities into your investment plan. Talk to your advisor; if you don't have an advisor, find one you're comfortable working with. There’s no cost to talk to an advisor.
To get the most of the meeting with your advisor, take some time beforehand to think carefully about what you want to achieve. To help your advisor recommend the right products for your needs, it will be helpful if you gather some basic information about your income, assets and liabilities – including your savings, investment and pension plan statements.
Your Sun Life Financial advisor will connect you with a Qtrade securities specialist who will determine if the Qtrade offering is right for you. The securities specialist can work with you on your investment goals, and will provide personalized support to carry out your securities trades.