Get advice from salaried advisors and investments monitored by experienced fund managers.
Don’t worry about timing the market. Build a long-term wealth strategy you can be confident in.
Get access to investments for around 30% less than comparable offerings.
Start by investing as little as $50 a month, or a one-time deposit of $500.
A TFSA helps you save money for short-term and long-term goals. You can use it for any purpose: a big trip, a down payment on a home or your retirement.
A non-registered account offers investors flexibility and allows you to save for any goal.
An RRSP helps you save for your retirement.
A TFSA helps you save money for short-term and long-term goals. You can use it for any purpose: a big trip, a down payment on a home or your retirement.
An RESP helps you save for a child's post-secondary education or training.
A TFSA helps you save money for short-term and long-term goals. You can use it for any purpose: a big trip, a down payment on a home or your retirement.
With the Lifelong Learning Plan (LLP), you can withdraw money from your RRSP to pay for full-time post-secondary education or training for you, your spouse or common law partner.
Prospr offers several options to help you simplify your investment decisions and drop the guesswork. Choose from an exclusive group of funds that can match your savings goals and tolerance for risk.
Sun Life Granite Managed Solutions can be a great long-term choice for those looking for help building a long-term portfolio and managing risk.
Sun Life Tactical ETF Portfolios are diversified mutual fund portfolios that bring together great features of two investment approaches ETFs and active management.
Insurance GICs*** and Trust GICs*** (guaranteed investment certificates) can grow your savings with a guaranteed rate of return and protection from market volatility. Insurance GICs can offer additional protection and estate planning advantages.
* Insurance GIC is an accumulation annuity issued by Sun Life Assurance Company of Canada.
**Trust GIC refers to SLF Trust GIC and Sun GIC Max, which are issued by Sun Life Financial Trust Inc.
***A Market Value Adjustment will occur whenever funds are withdrawn from a guaranteed interest investment prior to its maturity date. This may decrease the value to less than the original investment amount.
You can also call 1-888-222-7957, Monday to Friday 8 a.m. to 8 p.m.
We work with our partners at Sun Life Global Investments and by offering their products exclusively, we save on costs. We then pass those savings on to you as lower investment management fees.
This is where Prospr advisors can help! They’ll work with you to help you find investments that can fit your needs. They can also help you build a financial roadmap to guide you toward your financial goals.
A mutual fund is a pool of money and investments (e.g. stocks, bonds and other types of investments) that are managed by a professional fund manager.
A mutual fund typically focuses on specific types of investments. For example, a fund may invest in:
When you purchase units in a mutual fund, a professional manager will buy and sell stocks and bonds on your behalf. They’ll manage all the buy-and-sell decisions, so you won’t have to.
Fund managers have extensive experience and deep research capabilities in selecting investments.
Diversification means having a mix of investments that behave differently in different market conditions. A diversified portfolio contains a range of investments that helps spread your risk and protect you from the ups and downs of the market.
It means a professional money manager invests on your behalf, making decisions on what to buy or sell. The goal is usually to outperform a market index.
Our advisors are salaried. It doesn’t cost you anything to meet with a Prospr advisor. You will always get disclosure of any fees you need to pay before purchasing a product.
Here are a few actions you can take to get a handle on your finances.
It’s tax time, and for some of us, that means getting a tax refund. Maybe you’re on that list and wondering what to do with your money? Here are a few ways to use it.
There’s a lot you can do with a tax-free savings account (TFSA). Here are 5 you may not have thought of.
