Stay connected to your savings with Sun Life’s easy-to-use planning tools and services.
Resources
Access Sun Life’s online tools and advisors to help you stay on track with your retirement goals.
Staying connected to your savings is the best way to make sure you will meet your retirement and savings goals. It’s easier than ever thanks to Sun Life’s tools and services. Do it yourself online, call Sun Life for help, or meet with an advisor.
You have access to Financial Advisors and Retirement Consultants for personalized investment, and financial planning advice. Whether you are planning for retirement, investing for the first time, or looking to optimize your current financial strategy, guidance and resources are here to support your goals every step of the way.
Connect with your Money!
Check your balances, manage investments, access tools, webinars, and much more.
Access Sun Life by:
- Mobile app: my Sun Life
- Web: Sun Life
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Phone: 1-877-736-4741
Monday to Friday, 8 a.m. to 8 p.m. ET.
Click on the section below for more information.
Sun Life Advisors and Consultants
Through Sun Life you can receive personalized advice at no additional cost to help you achieve your financial goals and confidently navigate your financial journey.
360 Plan Advice – Groups Savings Plan Questions
Looking for more information regarding the SLB Retirement and Savings plan. Speak with a Sun Life representative about funds, fees, rates of returns, investment options, and how to get the most out of your plan.
Advised One Plan – Financial Roadmap and investment Advice
In as little as 60 minutes you can get an in-depth plan created for you by a professional that looks at your entire financial picture. Services include:
- 60-minute meeting with advisor
- Detailed retirement income projection
- Includes emergency fund, education, large purchase and legacy goal planning
- Includes detailed accounts, assets, liabilities, pensions, OAS and CPP
- 131 strategies
- To-do list to help you stay on track
- Sandbox that includes all the ability to control from self-serve without altering the core plan.
- Get an in-depth plan created for you by a professional that looks at your entire financial picture.
- Book online now
Retirement Advice
Retiring in the next 5 or less years? Understand how you can reach your personal goals. Speak with a Sun Life Retirement Consultant. Services include:
- 60-minute meeting with a Retirement Consultant
- Determine the best combination of retirement income solutions for you
- Explain retirement solutions and help you complete any forms
- Answer any retirement questions you have
- Talk to a retirement consultant today! Call 1-866-224-3906 (Option 1), 8 a.m. to 8 p.m. ET, Monday to Friday or book online now.
Plan funds and performance
To get detailed information through Morningstar®, a leading provider of investment news and analysis, from the Investments page, select Manage plan > my plan > Plan Overview > View available investments > All investments. Select a fund’s name for the Fund Fact Sheet.
Tools and Resources
Retirement Planner / Sun Life One Plan
In just 15 – 30 minutes you get detailed planning for retirement savings accumulation and retirement spending decumulation. Access the self serve financial planning tools on My Sun Life under My Plan > Tools > Retirement Planner.
- Detailed retirement income projection
- 58 strategies*
- Plan for the entire household
- Includes detailed accounts, assets, liabilities, pensions, OAS and CPP
- Limited to just the retirement goal
- To-do list to help you stay on track
Education
Tools and calculators
- Retirement savings calculator
- Budget calculator
- Life expectancy calculator
- RRSP calculator
- CPP/QPP calculator
- Annuity calculator
- Net worth calculator
- RRSP vs. Mortgage calculator
- RRSP loan calculator
