Trust GICs
If you have a concern about a GIC you have with Sun Life Financial Trust, go to Sun Life Financial Trust Inc. - Problem Resolution Process.
If you’re not happy with us, we want to help. If you have a complaint, here’s how to tell us about it.
Insurance GICs
1. Let us or your advisor know: If you have a problem or concern about a specific transaction, contact your advisor or one of our client service representatives.
Phone: 1-877-SUN-LIFE (786-5433)
Mail:
Sun Life Assurance Company of Canada
PO Box 1601 Stn Waterloo
Waterloo ON N2J 4C5
2. Ask for further review: If you’re not satisfied with the resolution, call us at 1-877-SUN-LIFE (786-5433) and ask for the Problem Resolution team to get involved.
3. If you’re still not happy: 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 steps taken so far.
Share your experience with the team through this digital form.
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
4. Option outside of Sun Life: If you’re not happy with our Client Advocacy team’s final position and would like to take your concern further, contact the OmbudService for Life & Health Insurance (OLHI). The OLHI is part of the Financial Services OmbudsNetwork, a national industry-based dispute-resolution system for consumers of financial services. They can help you if you have concerns about life and health insurance products and services that haven’t been resolved through an insurance company’s problem resolution process.
Website: olhi.ca
Mailing address:
OmbudService for Life and Health Insurance (OLHI)
2 Bloor St. West, Suite 700
Toronto, ON M4W 3E2
For Quebec residents who have complaints about life and health insurance, financial products and services, including mutual fund dealers or representatives:
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
For Saskatchewan residents who have complaints about insurance products, please contact the Superintendent of Insurance:
Mailing address:
Superintendent of Insurance
Insurance and Real Estate Division
Financial and Consumer Affairs Authority of Saskatchewan
4th Floor, 2365 Albert Street
Regina, Saskatchewan S4P 4K1
Phone: 1-306-787-6700
Fax: 1-306-787-9006
Email: fid@gov.sk.ca
Website: www.fcaa.gov.sk.ca/
