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Many plan members need support and guidance on their financial and retirement journey. Sun Life provides it, with seamless support to and through retirement.

We help plan members unlock their potential with 360 Plan Advice, powered by Sun Life One Plan.

360 Plan Advice

Offers one-to-one support through licensed financial services consultants that are dedicated to workplace savings plans, at no additional cost.

Sun Life One Plan

Our state-of-the-art planning tool – and is part of 360 Plan Advice. Using this tool, our licensed financial services consultants can help build a plan member’s financial roadmap – and update it as the plan member’s life circumstances change.

Watch this video to learn more about 360 Plan Advice

360 Plan Advice Video thumbnail

Share this flyer or video with your members to help them unlock their potential today.

Welcoming members

  • Enrol in the plan
  • Understand and maximize the value of their workplace plan
  • Advice in selecting investments

Supporting members throughout their journey

  • Ongoing member engagement initiatives by digital and phone support, to provide the right solution at the right time
  • Investment Advice
  • Sun Life One Plan
  • Retirement tools on the plan member website

Retirement planning

  • Recommending on income product solutions
  • Converting savings to income at retirement
  • Consolidating assets
  • Flexible planning in retirement

Plan members can reach us in two simple ways:

Book an appointment directly with a consultant.

Call our Client Contact Centre at 1-866-634-4840 Monday to Friday, 8 a.m. to 8 p.m.

* Registered as financial security advisors in Quebec.