Our MGA and NA distribution partners

At Sun Life, what sets us apart is our ability to go beyond the products and solutions we offer. Our experts know your business and your region, and we offer remarkable digital experiences that make it easy to do business. Above all, we understand that it’s the real connection between people that truly makes the difference.

Our focus is on collaboration with advisors for Clients. We help. You grow.

We are proud to continue our partnership with the following MGAs:

  • Aimity Financial Group
  • AlphaPrime Financial Services Inc.
  • Barrington Wealth Partners Inc.
  • Citistar Financial Services Ltd. / Citistar Financial Inc.
  • Crius Financial Services Corp.
  • Creative Planning Corporate Insurance Services Inc.
  • Customplan Financial Advisors Inc.
  • Desjardins Independent Insurance Network Inc.
  • Financial Horizons Inc.
  • Groupe Agenz Inc.
  • Groupe Cloutier Inc.
  • Groupe Financier Botica Inc.
  • Gryphin Advantage Inc.
  • Hatitac Inc.
  • HUB Financial Inc.
  • IDC Worldsource Network
  • Meritrust Financial Group Inc.
  • Metro Direction Financial Inc.
  • MICA Cabinets de services financiers Inc.
  • MSA Financial Ltd.
  • Nicola Wealth Management Ltd.
  • OM Financial Inc.
  • PPI Management Inc.
  • Qualified Financial Services
  • TruStone Financial Inc.
MGA Regions Website
Aimity Financial Group BC, ON https://aimity.com
AlphaPrime Financial Services Inc. BC, AB, SK, ON, NB, NS, PEI http://www.alphafinancial.ca
Barrington Wealth Partners Inc. BC, AB, SK, MB, ON, NB, NS, PEI, NL https://www.bwpartners.com

Citistar Financial Services Ltd.

Citistar Financial Inc.

 BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.citistarfinancial.com
Crius Financial Services Corp. BC, AB, SK, MB, ON, Qc, NB, NS https://www.crius.ca
Creative Planning Corporate Insurance Services Inc. ON https://creativeplanning.com
Customplan Financial Advisors Inc. BC, AB, SK, MB, ON, NB, NL https://www.customplanfinancial.com
Desjardins Independent Insurance Network Inc. BC, AB, SK, MB, ON, QC, NB, NS, NL https://www.dfsin.ca
Financial Horizons Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL, YT, NU, NT https://www.financialhorizons.com
Groupe Agenz Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL http://www.agenz.ca
Groupe Cloutier Inc. BC, AB, ON, QC, NB, NS https://www.groupecloutier.com
Groupe Financier Botica Inc. BC, AB, SK, ON, QC http://www.botica.ca
Gryphin Advantage Inc. BC, AB, MB, ON, QC, NS, PEI, NL, YT http://www.gryphinadvantage.com
Hatitac Inc. ON, QC http://www.hatitacfinancial.com
HUB Financial Inc. BC, AB, SK, MB, ON, QC, NS, NB, PEI, NL, YT https://www.hubfinancial.com
IDC Worldsource Insurance Network Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL, NT, YT https://www.idcwin.ca
Meritrust Financial Group Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI https://www.meritrust.ca
Metro Direction Financial Inc. BC, AB, ON, QC https://www.metrodirection.com
Mica Cabinets de services financiers Inc. BC, AB, ON, QC, NB https://www.micasf.com
MSA Financial Ltd. BC, AB, MB, ON, QC https://www.msafinancial.com
Nicola Wealth Management Ltd. BC, AB, SK, MB, ON, NS, PEI, NL https://nicolawealth.com
OM Financial Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://omfinancial.com
PPI BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.ppi.ca
Qualified Financial Services Inc. BC, SK, AB, MB, ON, QC, NB, NS, PEI, NL https://www.qfscanada.com

To speak to your local Sun Life representative, call: 1 800 800 4SUN (4786) Option 5.

We are proud to continue our partnership with the following National Accounts:

  • Assante Estate and Insurance Services Inc.
  • BMO Estate Insurance Advisory Services
  • CIBC Wood Gundy Financial Services Inc.
  • Credential Insurance Services Inc.
  • Desjardins Wealth Management (VMD)
  • Edward Jones Insurance Agency
  • IG Wealth Management
  • Manulife Securities Insurance Inc.
  • National Bank
  • Raymond James Financial Planning Ltd.
  • RBC Wealth Management Financial Services Inc.
  • Richardson Wealth Insurance Services Ltd.
  • Scotia Wealth Management
  • TD Waterhouse Insurance Services Inc.
National Account Regions Website
Assante Estate and Insurance Services Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.assante.com
BMO Estate Insurance Advisory Services BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.bmo.com/nesbittburns/our-services/estate-insurance-advisory
CIBC Wood Gundy Financial Services Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.woodgundy.cibc.com
Credential Insurance Services Inc. BC, SK, MB, ON, NB, NS, PEI, NL https://www.credential.ca
Desjardins Wealth Management (VMD) QC https://www.desjardins.com
Customplan Financial Advisors Inc. BC, AB, SK, MB, ON, NB, NL https://www.customplanfinancial.com
Desjardins Independent Insurance Network Inc. BC, AB, SK, MB, ON, QC, NB, NS, NL https://www.dfsin.ca
Edward Jones Insurance Agency BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL, YT https://www.edwardjones.ca
IG Wealth Management BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL, YT, NT, NU https://www.ig.ca
Manulife Securities Insurance Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://manulifesecurities.ca
National Bank BC, AB, SK, MB, ON, QC, NB, NS, NL https://www.nbc.ca
Raymond James Financial Planning Ltd. BC, AB, SK, ON, QC https://www.raymondjames.ca
RBC Wealth Management Financial Services Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.rbcwealthmanagement.com/ca/en
Richardson Wealth Ltd. BC, AB, SK, MB, ON, QC, NS https://www.richardsonwealth.com
Scotia Wealth Insurance Services Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.scotiawealthmanagement.com
TD Waterhouse Insurance Services Inc. BC, AB, SK, MB, ON, QC, NB, NS, PEI, NL https://www.td.com/ca

To speak to your local Sun Life representative, call: 1 800 800 4SUN (4786) Option 5.

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