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Sun life canada2/12/2023 ![]() "Our goal is to equip every Sun Life Client across Canada with a financial plan," said Rowena Chan, President, Sun Life Financial Distributors ( Canada) Inc. This is an important step on Sun Life Canada's digital journey, with a phased roll-out beginning Fall 2021. ![]() This means all retail Clients, whether online or working with a Sun Life advisor, and group retirement plan members, will have access to one financial planning tool. Sun Life is the first Canadian organization to introduce the digital tool across all its wealth and insurance service platforms. to provide its best-in-class, digital financial planning tool to empower Clients to live their best life supported by a personalized financial plan. 15, 2021 /CNW/ - Sun Life Canada has tapped Conquest Planning Inc. Sun Life Logo (CNW Group/Sun Life Financial Canada)
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