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Sun Life Financial - Get Help with Your Pension

Personal Consultations with a Sun Life Representative - three ways!

A personal consultation is the best way to have your questions answered. All consultants are salaried employees of Sun Life which helps ensure your goals are the only goals. You have choices, depending on your needs, and where you are at in your career.

1/ On-campus meetings with Consultants - November 13-15 and 20-22, 2024

There are two types of consultants:

Senior Education Consultants (Andrea Ruttan and Paul Litt) are focused on the needs of Western pension plan members who are greater than seven years from retirement.  They can help with making contributions, selecting investments, navigating your account, understanding the big picture – and more!

Retirement Consultants (Elizabeth Nordoff and Ramin Minavi) are focused on the needs of retiring Western plan members. If you are within seven years of retirement, focused planning to help you with the transition from saving in the pension plan to creating an income using retirement income funds (RIF/LIF) and annuities. Your retirement consultant can support you right through retirement.

Book a meeting now
Cancel a meeting

2/ 360 Plan Advice - Meet by phone or Zoom 8 a.m. to 8 p.m.

A Financial Services Consultant with Sun Life's 360 Plan Advice service can provide you with personal, unbiased, one-on-one investment advice on your Western Pension Plan AND they can also help you build your broader financial plan. Book an appointment between 8 a.m. and 8 p.m., and if you wish, include a spouse or trusted friend in your planning discussion. Once connected, you’ll be able to reach out to your consultant when you have questions as your plan evolves.

Book 360 appointment now 

Or call 1-866-634-4840 any business day from 8 a.m. to 8 p.m. to book your appointment.

3/ Meet with a Sun Life Retirement Consultant - by phone, video or in-person

Retirement Consultants provide dedicated support to members who are within five to seven years of retiring. They can provide planning support, income projections and information about the Sun Life Retirement & Savings Plan for Western Retirees. From November 13-15  and 20-22, Retirement Consultants will be available on-campus.  Please use the link under 1/ above to book a meeting.  To arrange a virtual consultation at any other time, use the link or number below.

Book virtual appointment now 

Or call 1-866-224-3906 (option 1) any business day from 8 a.m. to 8 p.m. to book your appointment.

Need help now? Call the Customer Care Centre

Do you have a question now? Get help with questions, investment changes, using the tools and more by calling the Sun Life Customer Care Centre at 1-866-733-8612 any business day between 8 a.m. and 8 p.m. ET.

Go online!

You have 24/7 online and mobile access at mysunlife.ca/western to view your account balances, make investment changes and access tools.

New to Sun Life online? Here's what you need to know.

The first time you access your account at Sun Life you must register.  Instructions for registration may be found below. Once you have registered you may login:

  • Active employees may use their Western user ID and password on the Pension Plan login page at Western.
  • All members can go directly to mysunlife.ca/western and use their Sun Life access ID and password to login.*
  • Members may download the my Sun Life Mobile App, available for smart phones to review their account online, any time, on the go*
  • Your account number is 03479 followed by your 9-digit Western ID number.

*Note – you may be asked to authenticate and provide further information at login.

Need assistance? Please contact the Sun Life Customer Care Centre at 1-866-733-8612.

Registering for access to your Sun Life account

The first time you login to your account, either through the Western login page (using your Western credentials) or directly at mysunlife.ca/western, you will be asked to verify your identity and register. Here is information you may be required to provide:

  • Your Western employee ID (nine digits) or your Sun Life account number (03479 followed by your 9-digit Western ID number)
  • Your date of birth, country of residence, postal code and your account number
  • You will be prompted to establish a Sun Life access ID and password (unless you have done so for a previous Sun Life account). These will be used anytime you log directly into mysunlife.ca/western or use the my Sun Life Mobile App.

If you have any questions or require help to register, please contact the Sun Life Customer Care Centre at 1-866-733-8612 any business day between 8 a.m. and 8 p.m.

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