Contact us

All contact hours are Monday to Friday, 8 a.m. to 8 p.m. ET

Individual investments purchased through an advisor and all other inquiries

Call: 1-877-SUN-LIFE (1-877-786-5433)

Group investments provided by an employer

Call: 1-866-733-8612

Sun Life Financial Trust Inc. - Problem Resolution Process

If you’re not happy with us, we want to help. Your complaint could be about:

  • our products or services,
  • our processes,
  • how we’ve treated you,
  • something we’ve done wrong, or
  • your experience with us.

Here’s how to tell us about it.

Please call us at 1 877 SUN LIFE (1-877-786-5433) Monday to Friday, 8 a.m. to 8 p.m. ET to tell us about the problem you’re experiencing or speak with your advisor. We’ll record your problem and get the right team involved right away.

If you’ve spoken with us or your advisor but your problem hasn’t been resolved, call us at 1 877 SUN LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. ET and ask for the Problem Resolution Team to get involved. The team will review your problem within 5 business days and make sure we keep you up to date as we complete our review.

If our Problem Resolution team or your advisor haven’t been able to help, our Client Advocacy team is here for you. We’ll review your concerns and the steps taken so far.

Share your experience with the team through this digital form found here.

You’ll hear from us within 2 business days.

Or, if you want to send us a letter, you can mail it to us at:

1155 Metcalfe Street
Montreal H3B 2V6
Delivery code – 602E15

If you’re not happy with our Client Advocacy team’s final position and would like to take your complaint further, you may contact the OmbudService for Banking Services and Investments (OBSI). OBSI is part of the Financial Services OmbudsNetwork, a national industry-based dispute resolution system for consumers of financial services. They deal with concerns about banking services and investments that haven’t been resolved through a company’s problem-resolution process.

Website: obsi.ca

Mailing address:

Ombudsman for Banking Services and Investments
20 Queen St. W. Suite 2400
P.O. Box 8
Toronto, Ontario M5H 3R3

Residents of Quebec may contact the Autorité des marchés financiers (AMF). The AMF is mandated by the government of Quebec to regulate the province’s financial markets and assist consumers of financial products and services. At any time, you can ask Sun Life to transfer a copy of your complaint file to the AMF. You can find information about the AMF on its website at lautorite.qc.ca.

Mailing address:

Autorité des marchés financiers
Direction des plaintes et de l’indemnisation
800, rue du Square-Victoria, 22 étage
C.P. 246, tour de la Bourse
Montreal (Quebec) H4Z 1G3

The Financial Consumer Agency of Canada (FCAC) is responsible for consumer protection laws related to financial products. If your complaint relates to a consumer provision you may contact the FCAC. For more information about the FCAC, including a complete list of consumer provisions, visit their website at fcac-acfc.gc.ca. Their phone number is 1-866-461-3222.

Mailing address:

Financial Consumer Agency of Canada
427 Laurier Avenue West, 6th Floor
Ottawa, ON K1R 1B9