As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments.

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.

  • Granite Managed Solutions 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.

  • 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.

*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.