An informative look at industry issues, market commentary and portfolio insights.
Mutual funds
A convenient way to invest in a diversified, professionally managed portfolio – whatever your goals may be.
ETF Series
Combine the deep portfolio management expertise from our sub-advisors with the flexibility of an ETF structure.
Segregated funds
Combine the benefits of mutual funds with the protection and estate planning advantages of an insurance contract.
Payout annuities
In exchange for a lump-sum premium, you receive guaranteed income payments for as long as you choose.
Insurance GICs & Trust GICs
Protect your principal investment while earning a guaranteed interest rate.
Fixed income spotlight
Sun Life Core Advantage Credit Private Investment Pool
Well-diversified North American investment-grade fixed income portfolio with a targeted exposure to private fixed income designed to enhance yield and improve diversification and return potential.
Sun Life MFS Global Core Plus Bond Fund
Can complement equities & domestic bonds; may help provide diversified sources of income, capital growth, and help reduce overall portfolio risk.
Sun Life MFS Canadian Bond Fund
A “core plus” fund with exposure to higher yield sectors for additional income and return potential.
Advisor services
Trusted guidance to help navigate evolving client needs.
Portfolio construction
Our Portfolio Construction & Investment Strategy Team is here to help advisors design stronger and more resilient portfolios.
Tax & estate planning
Our Directors of Tax & Estate Planning provide advisors with support for their financial planning, tax & estate discussions with clients.
Practice management
Partnering with Sun Life Consulting to deliver practical development programs and services to advisors.
Insights
Investor education
Whether you're new to investing or a seasoned vet, find articles to help get you started and plan for the future.
Tools & Calculators
Advisors, our tools and calculators can help develop recommendations for Clients by outlining key concepts and bringing ideas to life.