TORONTO, March 27 – Sun Life Assurance Company of Canada, a
member of the Sun Life Financial group of companies, today announced new features to the
Personal Financial Services (PFS) section of the company’s Canadian Web site. These new
innovations to the Web site are targeted at the individual investor and include a virtual
Financial Planning Centre, which enables visitors to conduct their own online research,
gain access to articles on a variety of financial planning topics and financial
calculators to help them develop and achieve their financial goals. Site visitors can also
click on a “Contact an Advisor” link, to be connected to a professional advisor
for direct, personal advice.
“According to Forrester Research and our own findings,
online research is gaining momentum. Today, customers want to have the ability to conduct
their own financial services research online, and then have direct contact with a
professional advisor to make their purchasing decisions,” said Allen Bessel,
Vice-President, Retail Marketing, Sun Life Financial. “That is why we have designed
the site as a powerful combination of research tools and personalized advice designed to
help visitors achieve their financial goals based on their lifestage.”
The primary feature of the Web site is the Financial
Planning Centre, which includes topics on various lifestage and financial goals. Visitors
can find information on such topics as saving for retirement, minimizing taxes, family
protection, estate planning and other major financial goals. Once a visitor selects a
particular lifestage and goal combination, relevant articles, products and financial
calculators appear to assist them in conducting their own research. The Personal Financial
Services section of the Web site is located in English at
www.sunlife.ca/personal or in French at
Visitors are also invited to register as site members, where they will receive an
informative quarterly e-newsletter and member-only special offers.
Members will also be able to access a personalized view with additional financial calculators,
to determine net worth, budget, return on investment and retirement income.
Sun Life Financial is a leading
international financial services organization providing a diverse range of wealth
accumulation and protection products and services to individuals and corporate customers.
Tracing its roots back to 1871, Sun Life Financial and its partners today have operations
in key markets worldwide, including Canada, the United States, the United Kingdom, Hong
Kong, the Philippines, Japan, Indonesia, India and Bermuda. As of Dec. 31, 2001 the Sun
Life Financial group of companies has total assets under management of CDN $352 billion.
Sun Life Financial Services of Canada Inc. trades on the
Toronto (TSE), New York (NYSE) and Philippine (PSE) stock exchanges under ticker symbol
“SLC,” and on the London Stock Exchange under ticker symbol “SFC.”