Simple. Flexible. Efficient.
Private Client gives you a simple, flexible and efficient approach to investing in mutual fund accounts and segregated fund contracts for affluent investors. You can select from a variety of investment options with highly competitive fees. Experience an exceptional level of service and other advantages tailored to the needs of investors like you.
The Private Client advantage
Choose from a range of Sun Life Global Investments mutual funds or Sun Life GIFs segregated funds to meet your investment needs at every stage of your life. Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.
Once you reach a $100,000 market value in an eligible mutual fund account or in eligible funds in a GIF contract, you will automatically be enrolled in the Private Client program.
Management fee reduction
Once enrolled in the Private Client program, you may also qualify for management fee reductions that increase as your portfolio grows.
Greater household effectiveness
You can link your Sun Life Global Investments mutual fund accounts and Sun Life GIF contracts to gain greater access to management fee reductions for your entire household.
Reduce taxes and keep more of what you earn
If you have non-registered investments, Sun Life Global Investments corporate class funds may be a tax-wise option.
Know exactly where you stand
Detailed and easy-to-understand quarterly statements for certain mutual fund accounts help you track your success and view all the holdings and activity in your individual or linked accounts.
Automatically stay on track
You can choose to have your mutual fund portfolio automatically rebalanced to help ensure your investments are a current reflection of your goals and tolerance for risk.
More portfolio options
Sun Life Global Investments has low minimum investment requirements per fund, based on a minimum account/contract requirement of $100,000. This means you can build a portfolio with multiple funds to qualify for the Private Client program.
Sun Life Guaranteed Investment Funds (GIFs)
For affluent investors, Sun Life Guaranteed Investment Funds (GIFs)* offer protection, growth, flexibility and control – plus all the advantages of the Sun Life Global Investments Private Client program. Choose from our three segregated fund product solutions: Sun GIF Solutions, Sun Lifetime Advantage GIF and Sun Protect GIF. Learn more at sunlifegifs.ca.
Find out how Sun Life Granite Managed Solutions can give Private Client investors even more options.
Get started now
Talk to your advisor to learn more about the advantages of Sun Life Global Investments Private Client.
*Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value
Private Client Investment Illustration tool
Connect with your advisor to find out how the Private Client Investment Illustration tool can help you build your portfolio.