Choices Flex

Choices Flex supplements workplace plans. If a savings product is already part of the plan member’s workplace plan, it will not be offered separately to that plan member.

For example, if the workplace plan offers a DCPP and RRSP, plan members can only access the Choices Flex TFSA, non-registered savings account, and FHSA. 

Plan members will have exclusive access to additional products for their unique financial goals. Choices Flex offers an easy way to add additional savings accounts not offered in their workplace plan. Plan members can contribute through lump sum or recurring payments, as well as move assets from external financial institutions.

The decision to enrol in any of the available Choices Flex savings products, is up to each plan member. It’s their opportunity, their choice!

Plan members who enrol in Choices Flex continue to benefit from key in-plan features. These include one-on-one personalized advice and guidance through our 360 Plan Advice service, a diverse investment selection, convenient access and competitive fees. 

We offer Choices Flex automatically to plan members. There is no added administrative or fiduciary responsibility for you.

Choices Flex is part of the Sun Life Group Choices plan and sponsored by Sun Life Financial Trust (SLFT). As such, SLFT takes on the fiduciary and administrative responsibility for Choices Flex.