About us

Sun Life Financial is among the leading providers of insurance and financial services in the world, and is deeply committed to providing positive long-term results for our clients. Sun Life traces its history back to 1865 and has a long history of providing a diverse range of protection and wealth accumulation products and services to individuals and corporations.

Through its Bermuda International Operations, Sun Life Financial provides offshore financial solutions specifically designed to meet the objectives and concerns of high-net-worth individuals residing outside of the United States, Canada or Bermuda. Safeguarding assets and transferring wealth are of the utmost importance to high-net-worth individuals and families.

Whether business owners, company executives, or the beneficiaries of inherited wealth, achieving these goals requires:

  • Protecting assets and pursuing growth opportunities
  • Holding assets in stable political and economic environments
  • Having control over transfer of wealth to heirs of choice
  • Maximizing personal safety through confidentiality of assets

* Sun Life Financial is a family of affiliated financial services companies that operate under various names in various jurisdictions. Products available through the international offshore business based in Bermuda are offered by Sun Life Assurance Company of Canada (Bermuda Branch) and Sun Life Financial Investments (Bermuda) Ltd. These products may not be sold in the United States, nor to citizens or residents of the United States, nor to residents of Bermuda or Canada. Other restrictions may apply.

Sun Life Financial Investments (Bermuda) Ltd. is regulated and licensed to conduct Investment Business by the Bermuda Monetary Authority under Bermuda’s Investment Business Act.