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Brokerage services
What are brokerage services?
Sun Life 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 advisor.
Invest in brokerage services
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Step 1
Find an advisorA 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.
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Step 2
Meet with your advisorTo get the most of the meeting with your advisor, take some time beforehand to think carefully about what you want to achieve. To help your advisor recommend the right products for your needs, it will be helpful if you gather some basic information about your income, assets and liabilities – including your savings, investment and pension plan statements.
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Step 3
Make your investmentYour Sun Life Financial advisor will connect you with a Qtrade securities specialist who will determine if the Qtrade offering is right for you. The securities specialist can work with you on your investment goals, and will provide personalized support to carry out your securities trades.
