Resources

Helpful tools and resources for advisors and clients.

Applications & Forms

Fillable documents to help advisors and investors administer their investments.

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Regulatory Documents

Fund Facts, Prospectuses, MRFPs and more.

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Advisor resources and tools

Tools and Calculators

Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life.

Fund reviews

Investment markets constantly change. In our fund reviews, portfolio managers discuss specific funds and keep you up to date with returns and the markets.

Segregated funds marketing

Advisors, access all the resources you need for Sun Life Guaranteed Investment Funds (GIFs) in one place.