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What types of investments does Sun Life Financial offer?

Asked 2 years ago
Sun Life Financial offers a diverse array of investment products designed to meet the unique financial goals and risk appetites of its clients. One of the primary categories includes mutual funds, which are professionally managed investment vehicles pooling money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. These mutual funds vary in risk levels, asset classes, and management styles, allowing clients to find options that align with their investment strategies. Another significant area is segregated funds, which are similar to mutual funds but come with unique features, such as maturity and death benefit guarantees. These products can provide clients with added security, especially in volatile markets, and are often utilized for long-term financial planning, including retirement savings. Sun Life also offers a range of index funds that aim to replicate the performance of a specific market index. These funds can be a cost-effective choice for investors who prefer a passive investment strategy. Fixed income investments, including bonds, are another option available through Sun Life, catering to those seeking steadier returns and lower risk compared to equities. In addition to these investment products, Sun Life provides various saving and investment accounts, including Tax-Free Savings Accounts (TFSAs) and registered retirement savings plans (RRSPs), which offer tax advantages and help clients grow their wealth over time. Lastly, Sun Life Financial focuses on socially responsible and sustainable investing, allowing clients to invest with their values in mind. Investors interested in this aspect can explore options that consider environmental, social, and governance (ESG) factors. Overall, Sun Life Financial offers a comprehensive suite of investment solutions to cater to diverse client needs and investment objectives. For more specific details and guidance on available investment options, clients may want to consider checking the current web page for additional information.
Jeff Whelpley is the editor / author responsible for this content.
Answered Jul 23rd 2025

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