Plan your future

These are your growth years – the time to save and to build, and to make sure you're protected along the way.

See the big picture

Your investments can work harder if they work together. Our advisors can help you choose the right mix of financial products to help your money grow.

5 financial products you should own

Protect what you've got

We can't predict the future, but we can help protect you from the effects of unwelcome surprises. A Sun Life advisor can help you be ready for almost anything by helping you choose the right coverage to protect what's important to you.

How to choose the right type of life insurance

What your family needs to know about your life insurance policy

What type of life insurance do you need?

Getting ready for retirement

Are you on track to reach your financial goals for retirement, and how will you turn your savings into income?

Make sure you have enough

Will you have enough money set aside at retirement? Use our retirement savings calculator to see how much you’ll need to save.

We all have our own retirement target

You may be ready to call it a day in your 50s, keep at it into your 70s or even beyond – or retire somewhere in between. Everyone has different wants and needs, and a unique timetable.

How to make sure you have enough to retire

Don’t fall short in your retirement planning

Will the enhanced CPP be enough to live on?

Secure your savings

Chances are, we only think about insurance when we need it. Protect what you've saved so far – and your ability to save more – by pairing your investments with the right insurance.

How to use insurance to protect your wealth

How to protect your finances from a health crisis

How will I cover my health costs when I retire?

In retirement

Whether you're travelling, relaxing or trying something new, let's make sure your money lasts so you can enjoy life to the fullest and even leave a legacy.

Money for life – quite literally

Looking for retirement income guaranteed to last as long as you live? Use our annuity calculator to find out how much retirement income you can get from a life annuity, compared to a GIC or RRIF.

Leaving your mark

Now's the time to start thinking about how you want people to remember you – and how you can plan to make it happen:

Should you leave money to your kids?

How RRIFs work

Is it time to downsize your home?

Be prepared for anything

Living the life you love means never having to worry about the curveballs life can throw your way – especially as you get older. From long-term care to life insurance, here's how to be ready for almost anything.

Simply put: What is long-term care insurance? (Video)

Who pays for home healthcare?

Health insurance for each stage of your life

Get your plan started

Sun Life advisors can help you customize your plan. There's no cost to meet. Simply ask for a free financial review.


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