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A recent study of Canadian families confirms that working with an advisor has a positive, significant impact on financial assets after factoring out 50 other variables.1
And 83% of Canadians who work with a financial advisor are confident they’ll be able to enjoy the lifestyle they want in retirement.2
A good financial plan includes the right mix of income, savings and insurance protection products to help you meet your financial goals.
Here are some good tips on how to find an advisor you can trust to help you achieve lifetime financial security.
Everyone can benefit from sound financial planning advice, no matter how much or how little money you have to work with.
Protection, guarantees and the freedom to live your way, now and in retirement.
Your Sun Life Financial advisor can give you access to an EFPS specialist to help plan for your own life and your legacy.
For over 150 years, we’ve been committed to helping people reach lifetime financial security through personalized, holistic advice.
Make well-informed decisions with helpful advice. Talk to your advisor or find one near you – there is no cost to talk to an advisor.
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1 Source: Econometric Models on the Value of Advice of a Financial Advisor, CIRANO Institute, August 2016.
2 Source: 2015 Sun Life Financial Unretirement™ Index, Base: Respondents who have investable assets of $100-500K