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Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.

Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

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Useful Websites

Clear Connections

  • A Clear Connection Brochure
  • What You Need To Know About Your Mutual Fund Accounts


Publications

  • Canadian MoneySaver
  • MoneySense Magazine
  • The Toronto Star Business
  • The Financial Post 
  • Report on Business


Taxes

  • TaxTips.ca


Calculators

  • Ernst & Young Personal Tax Calculators
  • Intuit Tax Calculator
  • Mortgage Calculators 


Government Resources

  • Registered Education Savings Plan – RESP
    • A registered education savings plan (RESP) is a contract between an individual and a person or organization.Under the contract, the subscriber names one or more beneficiaries and agrees to make contributions for them, and the promoter agrees to pay educational assistance payments (EAPs) to the beneficiaries.
  • Registered Retirement Savings Plan – RRSP
    • An RRSP is a retirement savings plan that you establish, that we register, and to which you or your spouse or common-law partner contribute. Deductible RRSP contributions can be used to reduce your tax.
  • Tax-Free Savings Account – TFSA
    • The Tax-Free Savings Account (TFSA) allows Canadians, age 18 and over, to set money aside tax-free throughout their lifetime. Each calendar year, you can contribute upto the TFSA dollar limit for the year, plus any unused TFSA contribution room from the previous year, and the amount you withdrew the year before.
  • Home Buyers’ Plan – HBP
    • The Home Buyers’ Plan (HBP) is a program that allows you to withdraw funds from your registered retirement savings plan (RRSPs) to buy or build a qualifying home for yourself or for a related person with a disability. You can withdraw up to $25,000 in a calendar year.


Credit Reports

You can order credit reports for FREE via mail from TransUnion

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 403-270-7767
Fax: 403-270-2269

Email: Griffith.Financial@sunlife.com

Sun Life Financial
Unit 350, 1918 Kensington Rd NW
Calgary Alberta
T2N 3R5

1918 Kensington Rd NW
Calgary, Alberta
T2N 3R5 Canada

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