Sun Life is the most difficult company…
Sun Life is the most difficult company to deal with. I'm not sure if clients receive such hassles getting general information, but as an advisor, I can't get a straight answer to a simple procedural question like how to deal with cashing or transferring stock options. "Privacy doesn't allow them to give me what document is required". Big secret apparently. I am able to do business with Sun Life, but I will never. From a client standpoint, particularly with group plans, expect ZERO guidance, support or competent advice, and very poor returns because you will get no advice on choosing appropriate funds. If you have not averaged double digits, they failed you miserably. If you left your company, move your account/pension out immediately and find a competent advisor.
