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.

Getting started

Why and how Environmental, Social, and Governance (ESG) considerations matter

ESG integration allows for a more complete analysis of a company’s future potential prospects and viability. Read more on why incorporating ESG factors into every step of our investment process is a key part of strategy.

Why and how Environmental, Social, and Governance (ESG) considerations matter

ESG integration allows for a more complete analysis of a company’s future potential prospects and viability. Read more on why incorporating ESG factors into every step of our investment process is a key part of strategy.

  • November 12, 2021

    Why and how Environmental, Social, and Governance (ESG) considerations matter

    ESG integration allows for a more complete analysis of a company’s future potential prospects and viability. Read more on why incorporating ESG factors into every step of our investment process is a key part of strategy.

  • November 11, 2021

    Three ways tactical asset allocation can help build wealth

    The COVID-19 pandemic roiled equity markets, triggering a sudden bear market followed by a record-setting rebound. When events like this occur, it isn’t good enough to just stand pat. You need a plan that helps your portfolio by adapting to market changes.

  • September 14, 2021

    TFSAs, RRSPs, RESPs and non-registered accounts: A comparison

    There are many different savings account options available in the marketplace today: tax-free savings account (TFSA), registered retirement savings plan (RRSP), registered education savings plan (RESP), and non-registered accounts. Deciding which type best suits your needs is an important part of your financial planning process.

  • July 14, 2021

    GICs and GIFs: what's the difference?

    GICs and GIFs – while their names are similar, these investments differ in how they work and their purpose. Find out how GICs and GIFs can complement each other in your portfolio. 

  • May 04, 2021

    RRSPs: Know your limits

    A registered retirement savings plan (RRSP) allows savings for retirement to grow tax free in a special plan registered with the Canadian government.

  • March 15, 2021

    Four reasons to consider investing globally

    Investors are regularly reminded that well-diversified portfolios may deliver more consistent results. That’s where investing globally comes in.

  • March 12, 2021

    Segregated funds cost more than mutual funds. Why?

    The answer is “insurance” – in the form of death benefit, maturity, and, in some cases, income guarantees.

  • March 10, 2021

    What are GIFs (Guaranteed Investment funds)?

    A key difference is that only insurance companies can offer GIFs. They have benefits that mutual funds don’t, including guarantees and estate planning advantages.

  • July 02, 2020

    Maximize savings for your child's education

    It's never too early to start planning for your child's education. One important consideration is how will you pay for it? The sooner you start saving, the better position you will be in.

  • August 01, 2019

    Series descriptions

    Mutual funds are categorized into different “series” or “classes” which are designed to provide different benefits for investors and/or different compensation arrangements for the advisors that sell the fund.