Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

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Advisor tools and calculators

Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life. Select the tool best suited for your client to start their investment journey with Sun Life Global Investments.

  • Investment Illustration Tool

    Demonstrate the historical performance for any constructed model portfolio (using our Series A funds).

    What you get: To build a model portfolio and generate a professional quality report for clients.

    Takes about 2 minutes.

     

     

    Launch Illustration tool

  • Granite Managed Soluton Proposal Tool.

    In four simple steps: assess clients’ risk profile, clarify their investment objectives, recommend a Granite managed portfolio and discuss the strategic asset mix.

    What you get: A report of a selected Granite Managed Solutions Portfolio, to be used as consideration for investment purposes.

    Takes about 3 minutes.

    Launch Granite tool

  • Series T Calculator

    Using this online tool, you can estimate the annual cash flow from an investment in our Series AT funds (before and after tax) and generate a professional report for clients.

    What you get: Help illustrate the features of series AT funds to clients.

    Takes about 3 minutes.

     

     

    Launch Series T calculator

*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.