Personalized Guidance

When it comes to your wealth, it’s nice to know there’s help when you need it. That’s why we offer support from our financial services consultants (FSCs).*

FSCs are licensed professionals specializing in wealth and insurance solutions. They can:

• Show you how to make the most of your savings (and benefits) plans.
• Explain your choices when you’re changing employers.
• Offer advice on your insurance needs.
• Help you plan for retirement.
• Give you additional support when needed as you enjoy your retirement.

As salary-based employees, you don’t pay anything extra for their services. FSCs start by taking the time to learn your personal needs. Then, with the help of financial planning tools and calculators, they can:

• Explain terms and products to help you become more confident about your money and financial well-being.
• Recommend the best wealth solutions for you and your family, today and as your needs change.
• Advise you on the right solutions for your current financial goals.
• Suggest changes as your needs evolve and you set new goals.
• Build you a personalized financial roadmap.
• Look for ways to save you money on investing fees.
• Help you achieve lifetime financial security.

FSCs are available by phone and email from 8 a.m. to 8 p.m. ET, Monday to Friday. They also work as a team. That means they share knowledge and information so that you get consistent support when you need it. If you prefer in-person advice, FSCs can refer you to a Sun Life Financial advisor in your area.

*Registered as financial security advisors in Quebec.