Contact us

Individual investments purchased through an advisor

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

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

Workplace investments provided by an employer

Phone: 1-866-733-8612

All other inquiries

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

Sun Life Financial Trust Inc. – How to make a complaint

A complaint is when you’re unhappy with something and you want us to fix it. A complaint could be about our products or services, our processes, how we’ve treated you, something we’ve done wrong, or your overall experience with us.

If you’re not happy with us, we want to help.

Call us at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. ET. If you have an advisor, please contact them.

If you’ve spoken with us or your advisor and you’re still not satisfied, call us at 1-877-SUN-LIFE (1-877-786-5433) and ask for the problem resolution team to get involved. Our problem resolution team is here for you if you need help filing your complaint or you need more information about our resolution process.

You’ll hear from us within 2 business days.

When we’re not able to resolve your complaint or problem within 20 days, we’ll let you know in writing. We’ll also ask our Client Advocacy team for help.

If you’re a Quebec Client, you have the option to use the complaint form from the Autorité des marchés financiers (AMF) website and send it to us.

If our problem resolution team hasn’t been able to help within 20 days, our Client Advocacy team is here for you. We’ll take the lead and review your concerns and the steps taken so far.

You’ll hear from us within 2 business days. We’ll send you a final position email or letter within 60 days of the date you first contacted our problem resolution team.

Contact our Client Advocacy team using this digital form

If you need to mail us something related to your complaint, here’s our address:

1155 Metcalfe Street

Montreal, QC  H3B 2V6

Delivery code – 602E15

If you’re not happy with Client Advocacy’s final position and would like to take your complaint further, you may contact the Ombudsman 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

Mail: Ombudsman for Banking Services and Investments

20 Queen St. W., Suite 2400

P.O. Box 8

Toronto, ON  M5H 3R3

If you live in Quebec, you 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 help 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.

Website: lautorite.qc.ca.

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, QC  H4Z 1G3

The Financial Consumer Agency of Canada (FCAC) is responsible for consumer protection laws related to financial products and services. If your complaint relates to a consumer provision, you may contact FCAC.

Phone: 1-866-461-3222

Website: fcac-acfc.gc.ca

Mail: Financial Consumer Agency of Canada

427 Laurier Ave. W., 5th Floor

Ottawa, ON  K1R 7Y2