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Starting in the month of August 2020, Sun Life will perform recordkeeping services for the McGill University Savings Program.  As well, with the move to Sun Life and introduction of the Workday platform at McGill, you’ll also have access to new options like a Tax-Free Savings Account (TFSA) and Variable Benefit (VB).

Now’s a great time to get familiar with your new savings program!

What’s happening?

In early July, Sun Life hosted education webinars.  These sessions were very-well attended by members.  A summary is provided below.  The following topics were covered: 

  • How to sign up for an online account on
  • The new TFSA and VB
  • Any changes to the investment lineup with Sun Life
  • Morningstar® - a leading provider of investment news and analysis
  • tools and services to take advantage of 
Date Time Attendance
July 8, 2020 9:00 - 10:30 a.m. 121
July 8, 2020 12:00 - 1:30 p.m. 115
July 9, 2020 12:00 - 1:30 p.m. 76
July 9, 2020 3:30 - 5:00 p.m. 53
July 14, 2020 9:00 - 10:30 a.m. 104
July 14, 2020 3:30 - 5:00 p.m. 69

Missed a session?  Here's a link to a recording.  

PDF icon Sun Life Financial - Education Session

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