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.

  • July 11, 2019

    Types of mutual funds

    Get started on learning about the different kinds of mutual funds.

  • July 11, 2019

    Mutual fund fees

    Learn about the different fees associated with investing in mutual funds. What you pay and when you pay it.

  • June 14, 2019

    Inside fee based investing

    Understanding the costs of investing and what you are paying for can help you make more informed investment decisions.

  • January 29, 2019

    TFSA (Tax-Free Savings Account) - A simple way to save

    If you do not have a Tax-Free Savings Account (TFSA), you may be missing one of the most important personal savings vehicles for Canadians.

  • June 25, 2018

    Asset allocation solutions

    Selecting the right portfolio doesn't have to be riddled with stressful second thoughts. The first thing you need to do is think about you, and answer a few important questions.

  • June 25, 2018

    Investing lessons learned from high-net-worth investors

    Think rich. It sounds too simple to work as a strategy to successfully save for retirement. But stealing a page from the playbook of high-net-worth investors is not a bad idea at all.

  • June 06, 2018

    Working with an advisor

    A financial plan is not a one-time event. As your needs evolve over time, you will need to adjust your plan to suit your current situation and stage in life. Find out more about the value of advice and working with an advisor.

  • February 05, 2018

    Investor stories

    Get inspired by investing success stories. After putting their plans into action, these investors are reaching their goals and living a life of financial freedom thanks to the power of advice.