Overview
Sun Life Financial was chartered in 1865 and today it has grown and expanded operations along with its partners in key markets worldwide. Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. In FY 2007 total assets under the management of Sun Life Financial was CDN $ 446 billion.
Products and services
Sun Life Financial offers the following services:
Insurance – Insurance - comprise life insurance and health insurance
Individual Life Insurance - Includes customized and a flexible range of insurance solutions with tax-deferred savings options.
Investments - Full range of investment products that can help the investor set up his investment portfolio as self-directed or advisor based, registered or non-registered or one with features of each, customized to individual needs.
Group Benefits - Life and accidental death and dismemberment insurance, extended health care, dental care, disability benefits, flexible benefits, health spending accounts, international benefit solutions
Group Retirement Services - Registered plans, non registered savings plan, company stock funds, group RIF and LIF
Reinsurance - Individual life retrocession, group life retrocession, corporate owned life insurance, critical illness
Investment Management Services – Managed by McLean Budden the investment operations are rooted in a research driven team approach that has been consistently applied through various market cycles and across accounts.
Mutual Funds - Segregated funds, payout annuities and flexible income plan
Group Life Insurance – Designed to fit into an organization's needs and budget by providing a comprehensive life insurance plan for its members at affordable rates.
Education and Pension Plans – Packaged as pre-need plans they address certain future needs much before they arise helping in better management of the rising cost of living.
Individual, Fixed Variable and Equity-Indexed Annuities - Designed to generate retirement income that the insured will not outlive and ensure a comfortable retirement by providing a steady stream of income.
Contact details
150 King Street West,
Toronto,
M5H 1J9
Tel: 416-979-4800
www.sunlife.com
