Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.
What are brokerage services?
Sun Life Financial has partnered with Credential Qtrade Securities Inc. – a leading Canadian securities brokerage – to make it easy for you to manage your own investments in stocks, bonds and exchange-traded funds (ETFs). In addition to award-winning online brokerage services, you can also receive personalized support from a securities specialist to help you build your savings and retirement income plan. Note: Access to a Qtrade securities specialist is available only if you have a Sun Life Financial advisor.
Invest in brokerage services
Step 1: Find an advisor
A Sun Life Financial advisor can help you get in contact with a Qtrade securities specialist to assist integrating your securities into your investment plan. Talk to your advisor; if you don't have an advisor, find one you're comfortable working with. There’s no cost to talk to an advisor.