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In today’s dynamic economic landscape, advisors play a crucial role in helping Canadians navigate financial challenges with confidence. People want advice they can trust. They see value in having one advisor for all their financial needs. By developing holistic financial roadmaps that blend wealth, health and protection solutions, advisors can help empower clients to look after their families, build long-term financial security, and create a brighter future.
For over 160 years, Sun Life has been a cornerstone of Canada’s financial services industry. To better help Canadians reach their overall financial goals, Sun Life is expanding in the wealth management space. The company’s new investment dealer – Sun Life Canada Securities Inc. (SLCSI) – will serve the evolving needs of Canadian advisors and investors with a broader portfolio of wealth solutions.
“Sun Life has a long history within Canada, and our investment dealer, SLCSI, continues to bolster and reinforce our industry strength. Advisors are the driving force of our success. With the launch of SLCSI, we’re excited to help advisors optimize their businesses through a culture of partnership and collaboration.”
— Jack Mastromattei, President and Ultimate Designated Person, Sun Life Canada Securities, Vice-President, Retail Wealth Enablement
A new era in wealth management
The launch of SLCSI builds on Sun Life’s strong foundation in both asset and wealth management. Currently, with its affiliates, Sun Life is the largest asset manager in Canada with over $1.5 trillion in assets under management across the globe. Sun Life Financial Investment Services (Canada) Inc. (SLFISI) contracts with approximately 1,800 advisors and has over $57 billion in assets under administration. This strong foundation has allowed SLCSI to enter the investment dealer market effectively with a robust, feature-rich platform. The dealer empowers advisors and provides investors with the products and services needed to help achieve their financial goals.
“SLCSI is a national investment dealer with a strong global brand that offers its advisors a platform and compensation program that competes aggressively in this space,” says Mr. Mastromattei.
A supportive, digital-first environment for advisor growth
Partnering with Sun Life sets advisors up for success; they gain access to tailored support and resources, estate and financial planning services, tax and insurance specialists, and more. Advisors also benefit from access to Sun Life’s A.I. tools, giving them more time for what matters most: fostering positive client relationships.
Meeting the needs of high-net-worth clients
SLCSI’s offerings are designed to address the complex financial needs of high-net-worth clients. Advisors with Sun Life can offer a wide range of securities and investment products, customized wealth management strategies, holistic protection and planning solutions, and access to advanced estate and tax planning services.*
“When we reflect on the evolving and complex needs of Canadians, I’m reminded of Sun Life’s dedication to delivering on our purpose: helping clients achieve lifetime financial security. We’re invested in building an ecosystem with the right tools and products that will allow us to work together with advisors towards the same inspiring goals. We look forward to collaborating as true partners for the betterment of Canadians.”
— Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc., and Senior Vice-President, Retail Advice & Solutions
A brighter future in wealth management
The launch of SLCSI demonstrates Sun Life’s commitment to innovation and its ability to adapt to changing market demands. The great wealth transfer is underway; clients are looking to work with a trusted advisor who can help them reach their financial goals. To maintain relationships with high-net-worth clients, advisors should adapt their services to accommodate the intergenerational wealth transfer and the changing demographic it brings.
Sun Life has been part of the Canadian landscape since 1865 and is a leading provider of full-service personal life and health insurance, investment products, and group benefits and group retirement services. Whether you’re a new or well-established advisor, discover how Sun Life can benefit your practice. Visit sunlife.ca/en/careers/become-an-advisor to learn more.
Sun Life has launched Sun Life Canada Securities Inc. (SLCSI), expanding its wealth management offerings to better serve Canadian advisors and investors. This move allows Sun Life to provide a broad range of investments and holistic financial solutions, combining health, wealth and protection solutions to help clients achieve long-term financial security.
*The product offerings referenced in this article are offered by one of Sun Life’s affiliates, as described below.
Investment products and services are offered through Sun Life Canada Securities Inc., a CIRO registered Investment dealer and CIPF member.
Sun Life Financial Investment Services (Canada) Inc. is a CIRO registered Mutual Fund dealer.
Sun Life Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Sun Life Assurance Company of Canada is a member of the Sun Life group of companies.
© Sun Life Assurance Company of Canada, 2025.