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Helpful for all (10 min)

This video discusses saving for your future and the tools and services available to support that goal. Topics include sources of retirement income (government, employer pension, personal savings), examines key features of your ÉîÒ¹¸£ÀûÕ¾ pension plan, and points you to tools, resources and Customer Care options to help you get answers to your questions.

Designed for those in early or mid-career (11 min)

The video offers a good overview of how to save for your future and the tools and services available to support that goal. It will cover sources of retirement income and give you a closer look at ÉîÒ¹¸£ÀûÕ¾’s Pension Plan and how to get the most from it. It will also show you the impact of starting early!

Helpful for all

Rebalancing the asset mix in your account is a recommended way to help manage risk. This session, recorded by the ÉîÒ¹¸£ÀûÕ¾ Pension Board's investment consultants at Mercer Canada, will help you understand what it means to rebalance and how you can do it in your Sun Life account.

 - updated October 2023

Helpful for all (11 min)

This recorded session reviews investment fundamentals around market volatility. It can help you understand your comfort with risk, help you focus on your end game, and diversify to help protect your investments. It can also show you resources and services available when you need information and advice.

Designed for those in mid or late career (17 min)

Part 1 of this series has a focus on the six to fifteen years prior to retirement, planning for your desired retirement lifestyle, reviewing expenses and creating a budget. You'll examine government sources of income, types of pension and savings plans, and vehicles for converting savings to income such as LIF/RIFs, annuities, etc.

Designed for those in mid or late career (13 min)

Part 2 focuses on the 10 years prior to retirement, covering risks (longevity, inflation, market downturns, unexpected events), the income options to mitigate those risks, and the features of each. Government benefits will also be explained as well as steps to take to plan for lifetime expenses and income.

With a focus on the Sun Life Retirement & Savings Plan for ÉîÒ¹¸£ÀûÕ¾ Retirees, this video uses a case study to convey possible income sources, available accounts (such as RIF/LIF, RRSP, etc), provides information about fees, sources of government income, and reviews the supports available to help you with your plan.

Designed for those in late career (12 min)

With a focus on the Sun Life Retirement & Savings Plan for ÉîÒ¹¸£ÀûÕ¾ Retirees, this video uses a case study to convey possible income sources, available accounts (such as RIF/LIF, RRSP, etc), provides information about fees, sources of government income, and reviews the supports available to help you with your plan.