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Sun Life Financial 

Where do I go?
Sunlife.ca OR Download the MySunLife Mobile App from your App Store

Product Type
Mutual Funds/Life Insurance/Group Benefits

What Can I see? 
Balances, Statements, Transactions, Insurance Policy Information, Tax Information

What's Required?
Birth Date, Postal Code and Contract Number

What if I have trouble?
1-877-786-5433

QTrade Investor

Where do I go?
Sun Life Qtrade

Product Type
​Stocks

What Can I see? 
Balances, Tax Information, transactions, statements

What's Required?
Register by calling 1-877-787-2330

What if I have trouble?
1-877-787-2330

Sun Life Global Investments 

Where do I go?
SLGI

Product Type
Mutual Funds/Seg Funds

What Can I see? 
Balances, Tax Information, transactions, statements

What's Required?
Personal Information and Contract Number

What if I have trouble?
1-877-344-1434

Mackenzie Funds

Where do I go?
MacKenzie Funds

Product Type
Mutual Funds

What Can I see? 
Balances, Tax Information, transactions, statements

What's Required?
Registration ID and Account Number

What if I have trouble?
1-800-387-0614

Dynamic Funds

Where do I go?
Dynamic Funds

Product Type
Mutual Funds

What Can I see? 
Balances, Tax Information, transactions, statements

What's Required?
Access ID, Account Number and SIN

What if I have trouble?
1-866-212-9295

CI Investments

Where do I go?
CI Investments

Product Type
Mutual Funds

What Can I see? 
Balances, Tax Information, transactions, statements

What's Required?
Personal Information and Account Number

What if I have trouble?
1-800-792-9355

Fidelity Investments

Where do I go?
Fidelity Investments

Product Type
Mutual Funds

What Can I see? 
Balances, Tax Information, transactions, statements

What's Required?
Personal Information, User ID and Access Code

What if I have trouble?
1-800-263-4077

*Above are some of the industry leading fund managers we work with who offer mutual fund investments.