Thank you for your request!
We've received your information. A Sun Life advisor will contact you within the next 3 business days to set up an appointment.
What can you expect at your first meeting with an advisor?
Your first meeting is a discovery session and usually lasts about an hour. This is a chance for you to share your goals and why you’re seeking advice. An advisor will get to know you and your unique financial needs, and help you create a plan to reach your short-term and long-term goals.
What to bring to your first meeting:
- A general idea of your goals, or where you see yourself in 5 or 10 years.
- Financial statements – benefits statements, insurance policies, savings accounts like RRSPs and TFSAs, etc.
- Your spending habits and debts, such as credit cards or mortgages
- A list of questions you are looking for an advisor to answer.
Here are some more resources you can check out before your first meeting with an advisor: