In partnership with Sun Life Financial, we look forward to building a long-term relationship with you!
We will ensure to create a Financial Plan that suits your budget, and your specific needs. This holistic plan will provide you with peace of mind, now and in the future. Our team is here to help you meet specific goals.
We are able to advise you on the following as part of your financial plan, for both your business and personal needs:
Insurance Planning:
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Critical Illness Insurance
• Health Insurance
• Annuities
Investment Planning:
• Personal RRSP, RESP, LIF, RIF, TFSA
• Group RRSP’s
• Group Pension Plans
• Mutual Funds
• Guaranteed Investment Certificates
Life's brighter under the sun!
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