Resources

Budget Calculator

No matter what stage of life you're in, setting a budget is an essential first step in outlining your short and long-term goals. Better understand your income and expenses with this calculator and see where your money is going.

Retirement Savings Calculator

What are your retirement goals?

Start assessing whether you are saving enough to retire when and how you want with this calculator.

RRSP vs. Mortgage Calculator

Trying to decide if you should contribute to your RRSP or pay off your mortgage?

This calculator will assess your finances and determine which financial strategy would be the most beneficial.

Mortgage Calculator

Whether you’re looking to buy a new home or renew your mortgage, many variables can affect your monthly payment. This helpful calculator establishes both your monthly mortgage and payment schedule.

Compound Interest Calculator

Excited to see how your investment may grow?

Use this calculator to assess the interest you could earn from an original investment.

Products and Services

TheWorks team is proud to offer a variety of products and services designed to help each of our Clients realize their wealth and health goals.

Our team knows that every financial and protection strategy is different. When we meet, we’ll discuss what options could be the best for your unique situation. Take a moment to review our products and services to learn more about what our team offers.

Contact our advisory team if you have any questions or are ready to start building your future!

FAQS

Have questions about a product or service

Find the answers in our list of FAQs. Contact our office for more information about any of our products or services

Glossary

Our team prioritizes easy communication.

Visit our Glossary page for an easy breakdown of financial terms you may not be familiar with.

my Sun Life

Log in or register to my Sun Life here.

Let’s build the future you want today.