You may be eligible to transfer savings1 you have with other financial institutions to your workplace plan with Sun Life Financial.
By transferring your savings to Sun Life Financial, you can take full advantage of your workplace plan:
Watch this Asset consolidation, simply put video to learn more
Take advantage of your workplace plan. Transfer your savings today.
Sign into mysunlife.ca and go to my financial centre > Requests > Consolidate your savings from the top menu.
Or call 1-866-733-8612 and speak to a licensed Financial Services Consultant.3
1 Subject to the terms of your plan and personal contribution limits as defined by the Income Tax Act.
2 Funds must be held for a minimum of 30 days before making changes, or you may be subject to a short-term trading penalty.
3 Identified as Financial Security Advisors in the province of Quebec.