At Sun Life, we’re committed to offering our Clients the best products and services available.

We look externally for access to new expertise, capabilities and offerings that bring value to our sponsors and plan members. We focus on strategic partnerships that support our business objectives and provide new sources of innovation.

Step 1


We regularly conduct research and analysis to understand what plan members and sponsors want (and how they want it delivered).

Step 2


From there, we partner with experts, including those in the startup industry, to source the best prospects, whom we evaluate for best fit.

Step 3


Once we complete the piloting phase, and determine the partnership to be successful in terms of meeting the needs of our Clients, we proceed with building a more permanent, ongoing partnership.

Types of partnerships we're exploring:
  • Registered Education Savings Plan (RESP)
  • Estate planning
  • Student loan repayment
  • Emergency savings
  • Cyber security and identity theft 
  • Commercial debt repayment
  • Budgeting/spending assistance
  • Tax services
  • Mortgages
  • Property and casualty insurance

Our startup industry partners include:
  • MaRS
  • Plug and Play
  • Luge Capital
  • Omers Ventures

Ongoing partnerships include

We’ve partnered with the non-profit Credit Counselling Society (CCS) and the Credit Counselling Service of Atlantic Canada, Inc. These organizations now offer free credit counselling, free access to CCS webinars and debt management services to plan members.

Plan members have access to one-on-one financial counselling with an accredited financial counsellor. The appointments are free, confidential and have no impact on a plan member’s credit report.

Plan members also have access to the Debt Management Program*. This program helps plan members consolidate debts into one monthly payment they can afford. It can help them become debt-free in a reasonable amount of time – without permanently impacting their credit or record.


*Fees may apply for the debt management product.