Effective March 31, Sun Life Financial (Canada) Inc. (TSX:SLF) advisors are able to refer clients to National Bank of Canada (TSX:NA) to discuss their options around the National Bank All-In-One account.

The account allows consumers to run all of their banking — mortgage, savings, loans, and any other debt — through one account.

“The partnership established between Sun Life Financial and National Bank has led to the addition of a valuable product for our clients,” says Vic Kazazian, senior vice president, career sales force, Sun Life Financial Canada.

“The All-In-One account will give clients a good look at their big picture financial situation, will help them manage their debt, review their savings and help clients work towards achieving lifetime financial security,” Kazazian adds.

“National Bank’s All-In-One account was awarded the 2008 Mortgage of the Year by Canadian Mortgage Trends, making it a good match with Sun Life Financial’s industry-leading suite of life insurance, health insurance, and wealth management products,” says Martin Lavigne, senior vice president, third-party business solutions, National Bank Financial Group.

“The All-In-One is a highly flexible account that can be customized to meet each individual’s needs,” he adds.

Sun Life struck a third-party provider agreement with Montreal-based National Bank of Canada late year.

IE