About Sun Life Financial
<p>Retirement plan administration and recordkeeping are a core part of what Sun Life Financial does for workplace plans, alongside participant advice and support. Founded in 1865, Sun Life Financial is a Canadian financial services company with 66,900 employees.</p> <p>Headquartered in Toronto in the Greater Toronto Area, Sun Life also has offices in Waterloo (Kitchener–Waterloo region) and Montreal, with multiple locations in Toronto. The firm operates across Canada and has operations in the United States, Asia, and the UK.</p> <p>Beyond plan administration, Sun Life offers insurance and investment products used by individuals and employers, including life, health, and travel insurance, plus RRSPs, TFSAs, GICs, mutual funds, and segregated funds. It also provides group benefits and workplace pension solutions.</p> <p>One differentiator is Sun Life’s breadth: employers can pair recordkeeping and participant guidance with group benefits and related financial products under one organization.</p> <ul> <li>Plan administration and recordkeeping for workplace retirement programs</li> <li>Participant advice and education support</li> <li>Workplace pension and group benefits programs</li> <li>Insurance offerings (life, health, travel)</li> <li>Investment products (RRSPs, TFSAs, GICs, mutual funds, segregated funds)</li> </ul>
Website: https://www.sunlife.ca/
Founded: 1865
Employees: 66900
Office Locations
- Toronto, ON (Headquarters)
- Waterloo, ON
- Montreal, QC
- Toronto, ON
Services Offered
- Participant Investment Advice
- Recordkeeping