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Options for your workplace savings plan when changing your employer or retiring

When you stay with Sun Life, you’ve got options.

  1. Join the Group Choices Plan - With one easy call, we can move your savings from your workplace plan to a Group Choices account. And we’ll review your investments with you to make sure you’re on track with your savings goals.

    Group Choices Plans

  2. Work with a Sun Life advisor - If you prefer in-person support, we can refer you to a Sun Life Financial advisor in your area.

    Find an advisor

  3. Stay in your workplace plan - You may be able to leave your savings in your workplace plan. Give us a call for details.
    1-877-893-9893 Monday to Friday, 8 a.m. – 8 p.m. ET We’re here to help.

The advantages of a Group Choices Plan:

  • One-on-one guidance from our team of licensed financial services consultants (registered as financial security advisors in Quebec) by calling 1-877-893-9893 Monday to Friday, 8 a.m. - 8 p.m. ET.
  • Competitive fees to keep more of your money invested and working for you. You may qualify for lower fees as your savings grow with our Group Choices Plan. Speak with a licensed financial services consultant for details.
  • Convenient ways to manage your account through mySunLife.ca and by downloading the my Sun Life mobile app. You’ll even keep the same sign-in ID and password.
  • Selection of diverse investment funds from leading institutional investment managers to let you invest in a way that works for you.

Available Group Choices Plans:

Group Choices Savings Plans

For similar investment options and competitive management fees, you can transfer your registered and non-registered savings from your workplace savings plan to the appropriate Group Choices Plan:

  • Group Choices Registered Retirement Savings Plan (RRSP)
  • Group Choices Non-registered Plan (NREG)
  • Group Choices Tax-free Savings Account (TFSA)

Learn more about Group Choices Savings Plans

Group Choices Retirement Income Plan

Offers a variety of income options to suit your needs. It will also give you the competitive fees, investment options and convenient account access you’re used to.

Learn more about the Group Choices Retirement Income Plan

We’re here to help explain your options and provide recommendations.

Give us a call at 1-877-893-9893 Monday to Friday, 8 a.m. - 8 p.m. ET. You can speak with one of our licensed financial services consultants (registered as a financial security advisor in Quebec).

Request a call

Prefer to do it yourself?

Sign in to mySunLife.ca and select my financial centre > Requests > Changing employer

Other savings options

As well as offering Group Choices, Sun Life has a range of savings and investment products that can help you reach your goals, including guaranteed interest products and segregated funds.

Discover other Sun Life savings & investment options