MAX my money @ work makes it easy for you to take advantage of your workplace retirement and savings plans and make the most of your money.
No sales commissions
Sun Life Financial buys directly (wholesale) from the investment manager or mutual fund company so no sales commissions apply.
Lower investment management fees
Together with your employer, we have the bargaining power to negotiate lower investment management fees than you would pay as an individual investor.
No fees to transfer between funds
You can move your money between investments at any time without paying fees.
Instant tax savings
If you have contribution room and you're contributing to a registered pension plan or retirement savings plan by payroll deduction, you can arrange with your employer to have your contributions taken before tax. That way you don't have to wait until you file your income tax return to get the tax benefit.
Leading investment managers
You have access to Canada's leading investment managers, some of whom are only available through a group plan.
Payroll deductions make saving easy. You'll be amazed how much you can accumulate in your group savings plan by making regular contributions.
Your Sun Life Financial Group Retirement and Saving account gives you 24-hour access through our interactive phone and online services. You'll also receive detailed statements regularly.
Going through a job change can bring about mixed feelings. We’re here to help. We’ll guide you through your options and help you decide the best way to continue growing your savings.
4 reasons to consider staying with Sun Life:
Sun Life offers a variety of affordable, customizable benefits and savings plans that are well suited to businesses with 3 to 49 employees. Our innovative solutions deliver the rewards of a healthier, wealthier workforce.
Money is the biggest source of stress in the workplace and it can significantly impact your staff's health. Give your employees peace of mind by equipping them with a workplace savings plan such as a Voluntary Retirement Savings Plans (VRSP) to help them make their dreams come true. You'll have employees who are healthy, more productive, engaged... and happy.
Download the my Sun Life Mobile app
Submit claims, view coverage details, check balances, make contributions or use your smartphone as your drug and travel card with the my Sun Life mobile app.
1Sun Life Canadian Unretirement™ Index, February 2014