Young loving family

Tell us about yourself:

years old
What's your family status? Check all that apply.

Tell us about your work:

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Do you have health and dental benefits?

What is happening in your life?

What are your main goals? Select up to 4 of these items for your main goals.
Family
Home
Education and career
Health
Retirement
Spending and saving
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Your journey starts here...

We’ve gathered some helpful tips, tools and resources to help you manage the priorities and responsibilities you’ve told us about. If you want help with more priorities, try our tool a second time.

Ready to take the next step?

Review your results with an advisor

Discover the possibilities

Here are some ideas to think about, in view of what’s going on in your life:

These products could be helpful

You may want to take a look at these, based on your top priorities:

More useful tips and tools

Based on what you’ve told us, you might also find these interesting…

Review your results with an advisor

Need help understanding what’s right for you?

Review your results with an advisor to walk through your options.

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Not sure how much insurance you need? Calculate your needs using one of our tools.

Tools & Calculators
Bright Start Tool February 28, 2017
 

Your journey starts here…

We’ve gathered some helpful tips, tools and resources to help you manage the priorities and responsibilities you’ve told us about. If you want help with more priorities, try our tool a second time.

Review your results with an advisor:

www.sunlife.ca/findanadvisor

DISCOVER THE POSSIBILITIES

Here are some ideas to think about, in view of what’s going on in your life:

THESE PRODUCTS COULD BE HELPFUL

You may want to take a look at these, based on your top priorities:

MORE USEFUL TIPS AND TOOLS

Based on what you’ve told us, you might also find these interesting…

RRSP Calculator

Selling your home?

Help your kids get a diploma, not a debt

WHAT YOU TOLD US:
Tell us about yourself:
  • Your age:
  • Your marital status:
  • What's your family status:
Your work:
  • Current annual income (before taxes):
  • Employment status:
  • Do you have health and dental benefits:
What is happening in your life right now?
ASSUMPTIONS: