Code: 50156
Explore the unique financial challenges faced by women and how to overcome them. Having a plan and adjusting your strategy as needs change is important. As well as tools and tips for taking control of your finances.
Sun Life Global Investments wants to be your partner of choice for
all your client solutions.
How can we help give you a competitive edge?
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Edward Jones Focus Funds
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Practice management support
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Tax and estate planning strategies
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Timely insights and resources
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Wealth sales team collaboration
Your approved products & solutions
- Focus List | Mutual Funds
- Sun Life Granite Managed Solutions
- Sun Life Guaranteed Investment Options
Focus List | Mutual Funds
Mutual funds are a convenient way to invest in a diversified, professionally managed portfolio - whatever your clients’ goals may be.
Here are the Sun Life MFS-managed funds on your Focus list:
Sun Life MFS Global Growth Fund
Sun Life MFS International Opportunities Fund
Sun Life Granite Managed Solutions
Ten years ago, we built Granite as a simple yet robust investment solution to help investors achieve their financial goals.
Sun Life Guaranteed Investment Options
Sun Life guaranteed investment options provide your clients with simplicity, protection, and growth. Get to know our comprehensive suite of guaranteed investment options:
- Investment Series
- Income Series
- Estate Series
Resources made just for you
Keeping you and your clients informed
Available investor seminars
Code: 70254
This session highlights the fundamentals of retirement income planning. It will help investors develop comprehensive and tax efficient plans by layering income from all sources with the help of their financial advisor.
- Discover the retirement income market
- Enhance your knowledge of key retirement income concepts
- Understand tax considerations – the foundation of the retirement income plan
Learn the steps to creating an effective retirement income plan.
Code: 70325
How do clients broach wealth transfer planning discussions with their family? Using celebrity examples, this presentation discusses 5 triggers to revisit a wealth transfer plan and common oversights when it comes to estate planning as well as how clients can plan ahead to avoid these.
Code: 70324
Did you know that 70% of wealth transfers never make it to the second generation? It takes a great deal of time and effort to create wealth, but not nearly enough time and effort is invested in the conversations and planning around the transition of wealth. Join us to learn about the ugly side of wealth transfers, the 3-step approach to get you started and creating a successful legacy plan.
Code: 70399
It’s natural. When making decisions, we often rely on memory and emotions, which cause biases that can derail our thinking and cause sub-optimal decision making. Learn how emotional and behavioural biases impact our financial decisions and how to avoid financial pitfalls to achieve better outcomes and reach your goals.
Eric Maddox Resources
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Connect with your Wealth Sales team today.
Have questions? We have answers!
- Wealth Sales Team
- Mutual Funds
- Segregated Funds
- Payout Annuities
For questions about your SLGI Asset Management Inc. mutual funds, contact the Client Services team:
Hours: Monday to Friday, 8 a.m. – 8 p.m. ET
Phone: 1-877-344-1434
Fax: 1-855-329-7544
Address: SLGI Asset Management Inc., 1 York Street,
Toronto, ON M5J 0B6
Email: info@sunlifeglobalinvestments.com
Where can I mail mutual fund applications and forms?
Canada Post
SLGI Asset Management Inc.,
30 Adelaide Street East, Suite 1
Toronto, Ontario M5C 3G9
Courier
SLGI Asset Management Inc.,
30 Adelaide Street East, Suite 1
Toronto, Ontario M5C 3G9
Are you a mutual fund licensed advisor?
Sign in or register to our advisor site, or contact our wealth sales team at 1-877-837-7844
To learn more about Sun Life Guaranteed Investment Funds (GIFs), you can reach us at:
English:
Toll free: 1-844-753-4437 (844-SLF-GIFS)
Email: gifs@sunlife.com
Hours: Monday to Friday, 8 a.m. - 8 p.m. ET
French:
Toll free: 1-844-374-1375 (844-FPG-1FSL)
Email: fpg@sunlife.com
Hours: Monday to Friday, 8 a.m. - 8 p.m. ET
Sun Life Assurance Company of Canada
30 Adelaide Street East, Suite 1
Toronto, ON M5C 3G9
For more information:
Call: 1-877-800-4SUN (4786)
Mail: Sun Life Assurance Company of Canada, 227 King Street South, Waterloo, N2J 1R2
For Edward Jones Advisor Use Only.
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). 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. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. all of which are members of the Sun Life group of companies.
© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. All rights reserved.