Investment Diversification Campaign

August 28, 2025

Sun Life is re-launching the Investment Diversification Campaign, first introduced in January 2025. This campaign will highlight the Asset Allocation tool that plan members have access to on mysunlife.ca. Plan members can use the tool to review their investment mix and learn more about diversification.

What will plan members receive?

Plan members will receive an email with messaging based on one of the following four segments:

  1. Default fund: Plan members who have defaulted into a fund (excluding Target Date Funds) in any product. Members investing in Target Date Funds will receive a general reminder to review their investment and the importance of diversification (segment 4 below).
  2. Too conservative: Plan members under the age of 55 who invest over 70% in either a Guaranteed fund, Guaranteed Daily Interest Account and/or money market fund, or 100% in a combination of these funds, in any one product.
  3. Too aggressive: Plan members over the age of 55 who invest more than 70% in any equity fund, or combination of equity funds, in any one product.
  4. General: General reminder to all other plan members that diversification is important. 

We'll launch the campaign on October 29, 2025, and it'll run until mid-January 2026. Plan members may receive a combination of the following:

  • An email.
  • A pop-up message on mysunlife.ca after login in. 

Please click here to see copies of the email and web creatives.

Questions? We are here to help.

Please reach out to your Group Retirement Services Sun Life Representative.*

*In Quebec, registered as a Group annuity plans advisor.