Practice management

Sun Life Financial invests in proprietary research to provide you with insight into Canada's evolving lifestyle and financial landscape. Armed with a better understanding of market and consumer behaviours, you can anticipate your clients' needs and help them plan to achieve their financial goals.

In brief video series

Why every advisor needs a professional network
Wayne Miller, AVP, Strategic Business Development

White Papers

As part of Sun Life Financial's business objective to improve the customer journey, we look for ways to make it easier for advisors to educate clients about their finances, help provide the right solutions and plan for their vision of retirement. Bright Papers provide a fresh perspective on emerging trends and topics.

Loss aversion and client portfolios: Strategies for addressing a powerful bias

One of the most significant tendencies clients have when investing is called "loss aversion" - a strong desire to avoid loss - that could have negative impacts on retirement plans. The good news is: there are several strategies you can use to manage the impact of loss aversion.

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Bolstering the balance sheet

Why business owners are investing millions in a strategy that CPAs often miss.


Life insurance and high net worth Canadians: An eye-opening opportunity

To better understand the high net worth (HNW) client profile, Sun Life Financial asked Ipsos to conduct a study of HNW Canadians (with a minimum of $1 million in investable assets, many of whom are business owners). The research, completed in January 2016, reveals a financial literacy gap among the HNW segment. Kevin Press' research paper, "Life insurance and high net worth Canadians: An eye-opening opportunity" explores this gap and concludes that there is a significant opportunity for advisors to help HNW clients connect their financial planning goals with insurance product attributes.


Life Insurance as an Asset Class

This research paper examines the merits of permanent life insurance as an alternative asset class. Though known more for its estate planning benefits than as an investment tool, permanent life insurance is attracting attention among investors looking to improve the return or reduce the risk of the fixed-income portion of their investment portfolio.


Retirement Resource Centre
Get the insights on trending retirement topics to grow your business

The Retirement Resource Centre (RRC) is Sun Life Financial's sponsored hub on and is the go-to place for advisors to learn more about the retirement market — with articles and insights focused on topics that impact clients thinking about, nearing or in retirement.

The intent of this resource is simple: to help you succeed in today’s retirement market.

New articles and blogs are updated monthly including: up-to-date facts, features and research, digital tools, video links, whitepapers and social media sharing options for your professional networks. Take a look to view the most recent articles.

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