Sun Life helps Clients achieve lifetime financial security and live healthier lives. With the support of Sun
Life Financial advisors, Canadians may receive personalized service to make informed financial decisions
and reach their goals. Sun Life Financial advisors support Clients with the following services:
• Financial planning
• Estate planning
• Retirement planning
• Insurance coverage
• Investments
HOW A SUN LIFE FINANCIAL ADVISOR CAN HELP YOU
Planning for all Life’s Stages: Sun Life Financial advisors are well trained to help you navigate and plan for
all life’s stages, including:
• Starting a family
• Saving for your child’s education.
• Create an emergency fund or budgeting to manage new expenses.
• Protecting the ones you love.
• Owning a home
• How to decide between mortgage insurance and life insurance.
• Strategies to help pay off your mortgage faster.
• Managing your career
• Understanding when to top up your workplace benefits.
• Do you have enough health insurance?
• Managing your health
• Reduce financial stress with personalized planning.
• Reviewing health insurance coverage.
• Planning for retirement
• How much should you contribute to an RRSP?
• Planning for your income in retirement.
• Important considerations when estate and succession planning.
Personalized planning: A Sun Life Financial advisor can help you develop a personalized plan to make well
informed financial decisions and help you reach your goals. Personalized financial planning will help you
to:
• Assess your current financial situation.
• Identify and prepare for financial risks while taking advantage of any opportunities to grow your
savings.
• Set achievable financial goals.
• Learn about options you might not know about.
• Help put your financial plan into action.
• Monitor investments against your plan regularly.
• Make adjustments as your life changes.
Sun Life Financial advisors will ask about existing insurance and investment products you may have
elsewhere in order to help you build a holistic plan. While the advisor won’t be able to provide direct
service on outside products they will acknowledge them to prepare a personalized financial plan
accordingly.
