Navigation Menu Sign in Brokerage services Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. 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/direct brokerage services at www.qtrade.ca/sunlife, you can also receive personalized support from a Registered Representative to help you with your securities holdings Note: Access to a Credential Securities specialist is available only if you have a Sun Life advisor. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc. Invest in brokerage services Step 1 Find an advisor A Sun Life Financial advisor can help you get in contact with a Credential 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. Find an advisor Tips on finding the right advisor Step 2 Meet with your advisor To 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. Step 3 Make your investment Your 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. Tools & Resources What is asset allocation? (Video) Reduce risk in your investment portfolio Dollar-cost averaging: Making investing automatic Related products Guaranteed interest products Mutual funds Segregated funds Quick links Sign in / Register Submit or track a claim Find a form 欢迎访问永明金融网页 Plan sponsors & advisors Advisor site SLFD Advisor hub Plan advisor site Plan sponsor site About us Who we are Newsroom Sustainability Donations and sponsorships Careers Become an employee Become an advisor Student and new graduate programs Contact us Contact us Support Talk to an advisor Life’s brighter under the sun Legal Privacy Security Accessibility We acknowledge that Sun Life operates in many Territories and Treaties across Canada. Our Canadian headquarters in Waterloo are on the traditional territory of the Anishnaabeg, Haudenosaunee Confederacy and the Mississaugas of the Credit First Nations. Today, Canada is still the home to many Indigenous, First Nations, Inuit, and Metis peoples from all across Turtle Island. We are grateful to have the opportunity to work in this territory. We offer this acknowledgment as a stepping stone towards honouring the original occupants, as a testimony to the oppression faced by Indigenous peoples, and our commitment to Indigenous communities and employees of Sun Life. © Sun Life Assurance Company of Canada. All rights reserved. SLF