Get started with Sun Life Essentials Plus™ today
This product is only available through a plan advisor. To apply, sign in to our Plan Advisor Services site.
For SLFD, a plan advisor number is required. If you don't have this number, please use the "Contact us" below.
Need a plan advisor, or looking for a standard proposal? Contact:
- Chris Lamanna, Sales Director at christopher.lamanna@sunlife.com.
- For the province of Quebec, email Stephen Edmonds, Regional Director at stephen.edmonds@sunlife.com.
Sun Life Essentials Plus™ provides the same benefits as Sun Life Essentials™, with some key enhancements offering more choice and flexibility as well as broader investments options for employees.
- Minimal decision-making for Clients and plan members
- Quick and easy plan setup
- Minimal plan administration
- Low fees
- No asset transfers required
- No minimum contributions
- my Sun Life mobile app access
In addition to the above, plan members have access to the following capabilities:
- More choice and flexibility: an RRSP and TFSA, or an RRSP, TFSA and DPSP
- Broader investments options:
- target date portfolio: active and passive
- individual funds to build a custom portfolio
Want to work with Sun Life?
Complete and submit this short form and we’ll reach out to you.
Contractual documents
- RRSP group annuity policy (Police de rente collective – REER)
- RRSP plan text (Texte du régime – REER)
- DPSP group annuity policy (Police de rente collective – RPDB)
- DPSP plan text (Texte du régime – RPDB)
- DPSP trust agreement (Convention de fiducie – RPDB)
- TFSA group annuity policy (Police de rente collective – CELI)
- TFSA plan text (Texte du régime – CELI)
- RRSP/DPSP/TFSA service and fee agreement (Entente sur les frais et services – REER/RPDB/CELI)
- RRSP/TFSA service and fee agreement (Entente sur les frais et services – REER/CELI)