We are grateful to have the opportunity to work in this territory. We acknowledge that Sun Life operates in many Territories and Treaties around the world. See how much life insurance you should have to properly cover the needs of your loved ones. me. Address: 1 University Avenue, Suite 1603. Sun Life GIFs Products no longer for sale, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Independent Review Committee (IRC) report, Passive Foreign Investment Company (PFIC), Sun Life Core Advantage Credit Private Pool, Sun Life KBI Global Dividend Private Pool F, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life KBI Global Dividend Private Pool A, Sun Life Core Advantage Credit Private Pool F, Sun Life Wellington Opportunistic Fixed Income Private Pool, Sun Life Wellington Opportunistic Fixed Income Private Pool F, Sun Life KBI Sustainable Infrastructure Private Pool A, Sun Life KBI Sustainable Infrastructure Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Guaranteed Investment Funds (GIFs), Sun Life Guaranteed Investment Funds (GIFs) Overview. about what's this email address Our Global headquarters in Toronto are on the traditional territory of the Huron-Wendat, Anishnaabeg, Haudenosaunee Confederacy and the Mississaugas of the Credit First Nations. Which UITF product did you invest in? The eSignature Form Selection Tool available on Signature Centre allows advisors to obtain Clients eSignature on applications and forms. on why we *Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies. UITF Calculator | Unit Investment Trust Fund For questions about your shareholder account, find transfer agent contact information in your country or access these shareholder account frequently asked questions. Canadian Dividend Reinvestment and Share Purchase Plan, Trusted and responsible business overview, Sun Life Everbright (in simplified Chinese only). We are grateful to have the opportunity to work in this territory. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Granite Managed Portfolios Tactical Update, Sun Life KBI Global Dividend Private Pool, Sun Life MFS International Opportunities Fund, Segregated funds Industry best practices for meeting clients needs, Payout annuities advisor resources Overview, Premium source and available annuity types, Tax-Free Savings Account (TFSA) - Taxation upon death, Insurance GICs advisor resources Overview, Superflex/Income Master, Sun GIC Max and GIC - Comparison, Subsequent cheque deposit - Investment instructions, Adjusted Cost Basis (ACB) - Deferred annuities, First sixty-day receipt information for Superflex and GIC products, Marriage breakdown and removal of spousal designation, Non-registered taxation of surrenders or withdrawals for non-residents, Tax slip and receipt mailing schedule for all Individual products, Withholding tax on withdrawals from an RRSP, Six things you need to know about Insurance GICs, Our commitment to achieving net-zero greenhouse gas emissions by 2050 or sooner, Information folders & contracts and supplements, Simplified Prospectus and Annual Information Form, For all questions and inquiries, please contact us. Please enter the number of common shares purchased. Should you pay off your mortgage or contribute to your RRSP? Use the Sun Life Investment Calculator to see how your money can grow over time using various financial instruments. An online tool you can use to view your Sun Life Guaranteed Investment Funds business. Investment calculator | Sun Life Life Insurance Calculator. amount you would receive from the Canada Pension Plan (CPP) and Old Because living expenses are usually lower in retirement, More Sun Life Tools: Investment Calculator | calculator | Need - Facebook Our tools and calculators can help advisors develop recommendations for clients by outlining key concepts and bringing ideas to life. contact time: Yes, I would like Using the Investment GIF e-App means more money saved on business expenses, which allows you to give back to your team, Clients, and yourself! Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. insight and guidance with your We'll help you get on the right track with a plan that adapts to your financial priorities and achieve your needs for life and health protection, savings, and investment. Fees and rounding-off rules are just some factors . A web platform that provides you with easy access to client account details and information. personalized tips, What you get: Help illustrate the features of series AT funds to clients. Submit your claim request online for quick and easy handling. We acknowledge that Sun Life operates in many Territories and Treaties around the world. belongs to Learn about our commitment to sustainable investing, Learn more about the Sun Life Global Investments product suite, Explore some of our Sun Life Guaranteed Investment Funds Investment Options, Technical Support (ATS): 1-800-800-4786, path 6, Sun Life Assurance Company of Canada Cite this content, page or calculator as: Furey, Edward "Investment Calculator" at https://www.calculatorsoup.com/calculators/financial/investment-calculator.php from CalculatorSoup, right now to retirement needs. There are 2 key things to consider when developing your savings strategy: Visit your local Sun Life website below to find out about our individual and workplace savings, investment, pension, mutual fund and annuity options. For most of your sales, you don't need to contact us to get an illustration. contact you in the next 3 business Sun Life Assurance Company of Canada. It also helps our planet in a small but mighty way. 1) Identify your risk profile The first step is to find out your investor risk profile. time and acknowledge Required values you can calculate are initial investment amount, interest rate, number of years or periodic contribution amounts. See how much life insurance you should have to properly cover the needs of your loved ones. Bonifacio Global City, Taguig City 1634, Business Owners Insurance Packages overview, Investment-linked insurance funds overview, Shine Pinoy Program for Overseas Filipinos, Sun Life Prosperity GS (Government Securities) Fund, Sun Life Prosperity Dollar Abundance Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, Bright tips for hardworking Filipinos to spend income wisely, Healthy family habits to live your best life, Breaking the Bias Gender equality networking and self promotion, Celebrate independence with financial freedom. investment styles. Our performance highlights and strategic focus. This tool also includes an Estate Planning calculator and a longevity calculator. Today, Canada is still the home to many Indigenous, First Nations, Inuit, and Metis peoples from all across Turtle Island. Find out how much your Sun Life SLF shares have changed in value since your purchase date. Ltd. It starts with knowing your risks. Please enter a different date (Holidays, weekends, future dates and today's date are not available). Learn about medical expenses and how you can properly prepare for these. needs. Delete incomplete cases from your dashboard. investment growth. Calculate how much life insurance you will need to help your loved ones cover financial responsibilities after you're gone. Download the Sun Life PH mobile app to manage your account and contact your advisor anytime. We will contact you within 2 business days to book a demo, where we will walk you through the tool and answer any questions you may have. What you get:An estimate of how much you would need to cover expenses if you got sick. It can show fund and performance information and product illustrations including lifetime guaranteed income for Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF. What you get:A clear sense of the amount of money youll need to cover education costs. Note: You will need to sign in to access this tool. This includes the amount of income you expect to receive in An advisor can help you put together a retirement savings plan that is right for your needs. pre-retirement income may be enough to It can show fund and performance information and product illustrations including lifetime guaranteed income for Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF. Select your initial investment, monthly contribution and expected rate of return (2%, 5% or 8%) to get an estimate of your investment's potential profit and total nest egg value. By saving https://www.calculatorsoup.com/calculators/financial/investment-calculator.php. plan help. Changing the amount you're saving per month to $1,400/month, you will reach your retirement savings goal and have 30 Adelaide Street East, Suite 1 in the return amount you want to attain. average of 60 to 80% of your pre-retirement income throughout your Use the calculator to calculate the future value of an investment or the required variables necessary to meet your target future value. Today, Canada is still the home to many Indigenous, First Nations, Inuit, and Metis peoples from all across Turtle Island. Find out how much retirement income you can get from a life annuity and see how it compares to income from a GIC or RRIF. about A TFSA lets you save for any purpose, without paying taxes on the Please select your language preference on the right hand side. Fixed mortgage rates are "snowballing" as lenders compete to offer less competitive deals to stop themselves being flooded with applications, a broker tells Sky News. Individual and group investments through Sun Life can help you build your savings through your own plan, your workplace plan or both. Sun Life Philippines provides investment planning tools and services such as calculators and Client account forms. recommendations The Sun Life Investment GIF e-App was built for convenience. We offer this acknowledgment as a stepping stone towards honouring the original occupants, as a testimony to the oppression faced by Indigenous peoples, and our commitment to Indigenous communities and employees of Sun Life. * Preferred Whats your net worth? An advisor will contact you in the Open an account or manage your Sun Life Prosperity Fund details. The date you requested is not available. Identify where your money goes and see how much you can save and invest. For the purposes of this tool, the suggested retirement lifestyle you want. What you get:A rough idea of how long you could need your retirement savings to last. However, this may not be enough to meet your Download the Sun Life PH mobile app to manage your account and contact your advisor anytime. Investment Planning Tools & Services | Sun Life Philippines Use the calculator to calculate the future value of an investment or the required variables necessary to meet your target future value. Our commitment to Sun Life Prosperity Funds | Sun Life Philippines postal Youre not in the business of paperwork. Investment Calculator - MoneyHub NZ What you get:A recommendation on whether to take out a loan to contribute to your RRSP. tools and offers. If you're an Advisor with a login to the sunlife.ca/advisor site, you can now use that same login to access the Sun Life Global Investments Advisor site and launch the GIF e-App. Use this simple tool to find out. SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Investment Calculator Sun Life Assurance Company of Canada. calculator | 3.7K views, 89 likes, 46 loves, 0 comments, 176 shares, Facebook Watch Videos from Sun Life Philippines: Need help in computing and planning. You still need to Sun Life Guaranteed Investment Funds (GIFs) - Effective April 24, 2023, the Deferred Sales Charge (DSC) option and Low Load (LL) Sales Charge option will no longer be available for new purchases. Our Global headquarters in Toronto are on the traditional territory of the Huron-Wendat, Anishnaabeg, Haudenosaunee Confederacy and the Mississaugas of the Credit First Nations. Compute for how much you will need to set aside to afford the future cost of your goal. How much you'll need in retirement (annually) In four simple steps: assess clients risk profile, clarify their investment objectives, recommend a Granite managed portfolio and discuss the strategic asset mix. (RRIF), Reduce the risk of outliving your savings, with an annuity. Investment calculator | Sun Life Find out where your money is going with this easy-to-use household budget calculator. Sun Life Guaranteed Investment Funds (GIFs) - Effective April 24, 2023, the Deferred Sales Charge (DSC) option and Low Load (LL) Sales Charge option will no longer be available for new purchases. What you get: To build a model portfolio and generate a professional quality report for clients. I Note: You will need to sign in to access the tool. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. You can also access your shareholder account information online by visiting AST Investor Services. 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Help Clients understand where they are and where theyre going with Sun Life GIFs. need your 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, It starts with knowing your risks. with a surplus of $2,640,044. The Investment GIF e-App is designed as a guided workflow to ensure your application will be accepted the first time around. Rates of return can vary among different kinds of investments and Sun Life GIFs Proposal tool. Board of Directors and Corporate Governance. This calculator will only give the indicative yield of your investment. The Unit Price Calculator enables policy owner of the investment-linked Funds to estimate their investment account value. $1,450 will change your total retirement savings help an advisor https://www.calculatorsoup.com - Online Calculators. Take 2 minutes to get your results. Investments | Sun Life We are grateful to have the opportunity to work in this territory. Calculate now. All rights reserved. advisor is all about, and see the Learn how we are making environmental, social and governance (ESG) factors a key part of our investment strategy. Identify where your money goes and see how much you can save and invest. what a first meeting with an advisor is all about. What If You Can't Afford Long-Term Care? - NerdWallet Wealth Assure Plus is a customizable insurance product with investment component that allows you to be in control of your life's journey. Sign in to your account or explore what we offer in your region. Please read the funds prospectus. 60-80% of your Cost of living - latest updates: Energy bill warning for this winter See how your money can grow over time using various financial instruments. privacy. The computed Return on Investment (ROI) and market value may differ relative to your actual ROI. We are grateful to have the opportunity to work in this territory. so please try again soon. unsubscribe at any $1,400/month will increase your total retirement savings to By clicking submit and *Your calculation includes an assumed amount for Canada Pension Plan (CPP)/ Register here. time to meet to offer insight and You're in the business of building relationships with Clients and offering . and Investment Calculator Updated 7 May 2023 Our Investment Calculator Makes The Numbers Clear Our calculator shows you how much you could earn over any period of time. Investment Calculator - Calculate Your Investment Returns - ABSLMF retirement? Bonifacio Global City, Taguig City 1634, Business Owners Insurance Packages overview, Investment-linked insurance funds overview, Policyholder dividend information overview, Shine Pinoy Program for Overseas Filipinos, Sun Life Prosperity GS (Government Securities) Fund, Sun Life Prosperity Dollar Abundance Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, How investing in your health can give you wealth, Sun Life Investment Management and Trust Corporation. Toronto, ON M5J 2P1. What you get:An estimate of the amount of coverage you need to protect those who depend on you. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. to a value that will comfortably provide you with enough income Find the best investment for you based on your risk profile. Increase Work out your estimated life expectancy, based on recent actuarial data. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, This calculator does not guarantee the accuracy of the computed yield of your investment. Looking for guaranteed Financial Planning Tools & Investment Calculators - Sun Life Return calculations do not include reinvested cash dividends. an advisor. Fostering diversity, equity and inclusion. If you do not have one, you may contact our ClientCareline at 1300-88-5055 and obtain your current units in your investment account. Life insurance calculator. Congratulations! We acknowledge that Sun Life operates in many Territories and Treaties across Canada. Our tools and calculators are designed to help make planning your financial future and retirement easier. Age Security (OAS). Duration: About 5 min. Find out more.