Sun Life Essentials Plus™ - More Choice and Flexibility

Sun Life Essentials Plus™ takes our latest solution a step further. Designed to support business owners, this version offers additional options – to help you offer the right product for your Clients’ unique needs.

This digital workplace savings plan offers the same key benefits as Sun Life Essentials™:

• Minimal decision-making for Clients and plan members
• Quick and easy plan setup, ready in one week
• Minimal plan administration
• Low fees
• No asset transfers required 
• No minimum contributions 
• Access to my Sun Life mobile app

Now with additional capabilities:

• More choice and flexibility: an RRSP and TFSA, or an RRSP, TFSA and DPSP
• Broader investment options:
  • target date portfolio: active and passive
  • individual funds to build a custom portfolio

To learn more about our latest solutions for business owners, join us for an upcoming webinar on May 21. We’re excited to have Chhad Aul, Chief Investment Officer from Sun Life Global Investments, who will provide a market outlook.