You control how your DC, Group RRSP, Spousal RRSP and/or NREG accounts are invested, choosing from a range of professionally managed investment options. Each investment comes with a different management style, level of risk and fund management fee. You decide what’s best for you based on your investment strategy and personal risk tolerance.
Three ways to invest
1
Target date funds
2
Pre-built balanced funds
3
Build your own portfolio
Lower Fees
We negotiate special, lower-than-retail fund management fees for the funds we offer under the HPE Program.
The high fees offered at retail institutions can eat into your savings, shaving off as much as 10 years of spending income in retirement!
Whichever option you choose: It’s important to review your investments at least once a year, reassess your goals, and make adjustments according to changes in your financial situation.
Stay up-to-date on funds and fees. Visit www.mysunlife.ca to view the fund options and feeds we offer under the HPE Program.
Learn about your investment choices
Select the Accounts menu tab on the Sun Life site to see your investment fund options. You may also view the fund performances by clicking Investment Reports under the Investment Info section.
Complete the online Investment Risk Profiler. This will help you choose the investment options that are right for you. Select the Resource Centre menu tab and go to My Money Tools. Select the Submit button to complete your profile. You may refer to this page when selecting your investment funds.