We’ve noticed a rise in COVID-19 scams by email, text and phone. Please be cautious. Here’s how you can protect yourself and what to do if you suspect fraud. You can also find the latest info on how we’re responding to the pandemic at sunlife.ca/covid-19.

How a Sun Life Financial advisor can help you

Great financial advice can make a big difference to how your money grows – both now and in the future. That’s why it helps to work with an advisor who can help you develop a solid plan that meets your short- and long-term goals.

No matter where you are in your life today, you regularly make decisions that will have a big impact on your long-term financial security. This includes decisions about:

Making good decisions is the key to achieving lifetime financial security and living a healthier life. And, getting good advice is the key to good decision making.

What does an advisor do?

An advisor’s job is to help you make well-informed choices for building and protecting your savings. Sun Life Financial advisors are well-trained and committed to helping you reach your financial goals. 

A Sun Life Financial advisor can help you develop a personalized plan to take you through all of life’s stages, including:

  • starting a family,
  • owning a home,
  • managing your career,
  • managing your health and
  • planning for retirement.  

They can:

  • help you balance what you want today with what you’ll need tomorrow,
  • advise you on options you might not know about, and
  • monitor your progress and help you make adjustments as your life changes.

What are the benefits to working with an advisor?

Sun Life Financial advisors look carefully at your specific needs to help you develop a personalized plan.

They’ll work with you to understand your goals and what you want to achieve. They’ll also help you prepare for financial risks and take advantage of any opportunities to grow your savings.

An advisor will help you:

  • assess your current financial situation,
  • set achievable financial goals,
  • develop a realistic plan to meet those goals,
  • help you put your plan into action,
  • monitor your investments against your plan regularly, and
  • help you revise your plan as your needs change.

For business owners, an advisor can play an important role in helping to reduce business risks.

Gaining financial peace of mind

Because a Sun Life Financial advisor delivers personalized advice, you’ll have a new level of confidence in your financial future. This means you’ll have the peace of mind and comfort of:

  • knowing where the money will come from to meet your changing needs,
  • understanding how to adapt your finances to the different moments of life,
  • working with a solid plan to maximize your retirement savings, and
  • protecting your family against unexpected circumstances.

Whether you’re just starting out and looking for budgeting tips or thinking about retirement, a Sun Life Financial advisor can help. There’s no cost to talk to an advisor and most advisors now offer to meet with Clients virtually.

Read more:

Related articles