Helpful Tools
Sun Life has a variety of self-guided tools that you can use to help make decisions regarding your retirement and pension savings choices.
ASSET ALLOCATION TOOL
Understand your investment personality.
This tool can help you find out how much investment risk you’re willing to take on, and help you choose the right funds and mix of allocation to match your investment strategy.
RETIREMENT SAVINGS PLANNER
Determine how much money you’ll need to retire.
This tool will suggest a retirement lifestyle based on the information you entered about your current income, additional savings, and your comfort with investment risk. It can help you track your progress towards your desired retirement lifestyle.
FUND PERFORMANCE REPORTS
Review the historical performance of all available funds.
This tool can show you data on the performance of your investments, the historical performance of all available funds, and associated fund management fees (FMF). Data is provided by Morningstar®, a leading provider of investment news and analysis.
SIMPLY PUT PLAYLIST
Watch a collection of short videos by Sun Life about various financial topics.
View the playlist here