Stay connected to your savings with Sun Life’s easy-to-use planning tools and services.
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 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.
Explore a variety of helpful tools on my Sun Life. Tools available include the Asset Allocation Tool, Retirement Planner, One Plan, and a wide range of calculators. Access the self-serve financial planning tools on My Sun Life. Once logged on navigate to Manage plan > My Plan>Tools.
You have access to Financial Advisors, and Retirement Consultants for personalised 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. Learn more below.
Click on the sections 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. Book online now.
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
Manage your plan online
Find out what type of investor you are
Find your comfort level with investment risk by completing the Asset allocation tool. Select my financial centre > Resource Centre > my money tools > Asset allocation tool. After you complete the short questionnaire, this tool recommends an investment mix that matches how much investment risk you’re comfortable with.
Review your investment performance
To get detailed tools through Morningstar®, a leading provider of investment news and analysis, select my financial centre > Accounts > Investment performance. Select a fund’s name for more detailed information or use the tabs at the top of the page for more advanced tools.
Note: ® – Registered Trademark.
Plan for your retirement
The Retirement planner helps you figure out how much you need to save to meet your personal retirement goals. We save the information you enter, so you can review it any time to monitor your progress. To use this tool, select my financial centre > Resource Centre > my money tools > Retirement planner.
Update your contributions, investments and beneficiaries
To update your payroll contributions, investments and beneficiaries, see the steps in the chart below.
| Payroll contributions | Investments | Beneficiary |
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Talk to a professional
- It’s always a good idea to talk to someone who specializes in financial planning. Sun Life offers two ways to get personalized help:
- If you need help choosing your investments, get free advice over the phone right away. Sun Life offers personal, unbiased advice about the investment choices available in your plan.
- Or meet with a Sun Life advisor in person who will answer your questions and help you manage your plan.
- Call Sun Life at 1-877-736-4741 from 8:30 a.m. to 8:30 p.m. ET every business day or sign in to Sun Life and select Find a Sun Life advisor.
How to manage your plan if you don’t live in Canada
If you’ve transferred out of Canada, your money will stay in Canada as part of the plan. While you won’t be able to make any new contributions, your money will continue to earn investment income and you’ll still be able to manage your plan online.
How to register for Sun Life if you don’t live in Canada
If you move outside the country and you need to register for Sun Life, pick Canada as your country and use the generic postal code M1M 1M1.
If you need to update your information and you’re not able to do it online, give Sun Life a call using their international toll-free number: 1-800-2527-3211 | Monday to Friday | 8 a.m. to 8 p.m. ET.
How to reach Sun Life
- Go mobile: Check your balances and see how your funds are doing. Download the my Sun Life mobile app on Google Play or the Apple App Store.
- Visit Sun Life for tools, articles and webinars. Sign in and select Chat live now to get live support
- Call at 1-877-736-4741 | Monday to Friday | 8 a.m. to 8 p.m. ET
