Sun Life Financial
It’s your financial future. We can help.
When it comes to your money, you want to make sure you do the best you can with what you have. With good advice and the right decisions, it’s entirely within your power to reach the financial goals you set now, and in years to come.
At Sun Life Financial, our mission is to help you achieve lifetime financial security. When you work with us, you’re joining six million Canadians who trust in our ability to give them the products, knowledge and confidence they need to build a solid financial plan and put it into action.
Proudly Canadian
Founded in Montreal in 1865, Sun Life Financial has grown to employ more than 14,000 people around the world including North America, the U.K., Ireland, China, Hong Kong, Japan, Indonesia, India, the Philippines and Bermuda. Travel across time and around the world by
watching a video about our rich company history.
Good people doing great work
By creating a culture based on respect, support and exceptional opportunities for growth and development, Sun Life Financial is successful in bringing in the most talented people in the financial services industry.
Along with having specialized skills and in-depth expertise, the employees, advisors and investment professionals who make up our vast, global team all share a commitment to providing you with exceptional service and access to market-leading solutions.
Focused on your needs
Our business is about making a meaningful difference in people’s lives. In the first quarter of 2012, Sun Life Financial:
• helped Canadians cover the cost of over: 7,000,000 prescriptions, 4,900,000 dental care and 7,600,000 other health-related expenses
• made life a little easier to cope with for 7,541 people who lost a loved one or had a loved one diagnosed with a critical illness • provided clarity for 1,796,022 clients who called us with
Solutions for every life stage
Financial planning is more than just savingmoney today for a distant tomorrow. That’s why Sun Life Financial offers the full range of financial solutions required to build, protect and enjoy your savings. And when market conditions shift and new trends emerge, our product lineup evolves to continue to meet the changing needs of our individual and group clients.
Advisors have the knowledge, skills and ability to help with your financial plan. By working to build a trusting relationship that’s meant to last, your advisor gains a complete understanding of your goals and personal situation. With this level of insight and commitment on your side, you’re able to make the best choices for every need, at every stage in life.
Sun Life Financial has the largest network of professionally
trained advisors with more than 187,000 advisors worldwide.
Sun Life Global Investments gives you
access to world-class mutual funds and
the award-winning expertise of industry
leaders like MFS Investment Management.
Our customized products and services include:
• Life insurance
• Term life insurance
• Permanent life insurance
• Universal life insurance
• Disability insurance
• Critical illness insurance
• Long term care insurance
• Personal health insurance
• Tax-Free Savings Accounts (TFSAs)
• Registered retirement savings plans (RRSPs)
• Registered education savings plans (RESPs)
• Mutual funds
• Segregated funds
• Guaranteed investment certificates (GICs)
• Accumulation annuities
• Registered retirement income funds (RRIFs)
• Payout annuities
• SunFlex Retirement Income
• Employee benefits and group insurance
• Group RRSPs and pension plans
• Workplace seminars
• Estate and financial planning services
Mutual funds are offered by Sun Life Financial Investment Services (Canada) Inc., registered in Quebec as a firm in
Action through innovation
Every day, we look for ways to inspire you to set financial goals and make it easier to achieve them. This means creating engaging tools that make financial planning clearer and, we hope, much more enjoyable.
Retirement information, the way you want it.
Visit
My retirement café to learn more about the
key things to consider when you’re ready to retire.
Want to know how other Canadians view retirement
and their health? Check out our Unretirement Index
and
Canadian Health Index research studies.
Share ideas about money, life and family at
brighterlife.ca.
Wondering where to start with your financial plan?
Strong, reliable and secure
For more than 145 years, Sun Life Financial has been one of the most trusted names in financial services. Through product and market diversification, along with striking the right balance between short-term profits and smart future planning, we make sure that we’re here for you over the long term.
Sun Life Financial consistently receives high rankings from independent
ratings agencies like Moody’s, Standard & Poor’s and A.M. Best.
This gives you the comfort of knowing that we are making sound
business and risk management decisions, have a solid ability to meet
our claim payout commitments to policyholders and the financial
strength to weather any economic downturn for a long period of time.
Take a look at our most recent
financial strength ratings.
Awards and accolades
Read about the latest recognition our organization and people have received for outstanding achievements.
Responsible corporate citizenship
We envision a world where people live healthy, fulfilling lives in clean, culturally vibrant communities, and have a secure future to look forward to.
To make that vision a reality, we deeply believe it is our responsibility to act in only those ways that make a positive contribution to society. This philosophy is the driving force behind the products and services we choose to offer, our internationally recognized commitment to sustainability and the programs we have in place to give back to the communities where we work and live.
Acting today for
a brighter tomorrow
Each year, Sun Life Financial contributes
millions of dollars and thousands of volunteer
hours to support a wide array of health
and education initiatives, arts and cultural
programs and social service organizations.
Learn more about what
good corporate
citizenship means at Sun Life Financial.
More than just words
Our mission, vision and values guide us in everything we do – from how we use our resources, to developing our people and determining our product offering. By staying true to our principles, we meet the highest standards for integrity, service and performance.
Our goal is to provide relevant and candid advice, encourage you to be proactive about your finances and give you the tools to help create the life you want to lead.
Mission
To help customers achieve lifetime financial securityVision
To be an international leader in protection and wealth managementValues
Integrity
We are committed to the highest standards of business
ethics and good governance.
Engagement
We value our diverse, talented workforce and encourage,
support and reward them in contributing to the full
extent of their potential.
Customer focus
We provide sound financial solutions for our customers
and always work with their interests in mind.
Excellence
We pursue operational excellence through our dedicated
people, our quality products and services and our
value-based risk management.
Value
We deliver value to the customers and shareholders
we serve and to the communities in which we operate.
Connect with us
On the web
Visit our detailed company and product information and access interactive
financial planning tools and resources at
www.sunlife.ca.
Over the phone
Contact our Customer Care Centre at 1 877 SUN-LIFE (1 877 786-5433).
In person
Talk to your advisor today about Sun Life Financial. Together, we’ll create the
right plan to build, protect and enjoy your savings.
Cover photo, Fall leaves, by Lianne Clarke, employee, Sun Life Financial Canada.
Top photo, page 8, Team Sun Life at the 2010 JDRF Ride for Juvenile Diabetes research, Waterloo. Bottom photo, page 8, Making life brighter in Waterloo Region, Sun Life Financial employees at food bank fundraiser.
