As a Sun Life Financial advisor for the past 27 years, my experience and continuing education give me confidence to evaluate your needs and provide sound advice when it comes to life insurance and helping you build your financial plan. As a Certified Financial Planner, I can help you make informed financial choices to build your portfolio and protect your family. Let's talk about how you can be prepared for what life has in store for you and your family.
|Preparing for an appointment|
|The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:|
|We can help you be financially prepared for a serious illness. Critical illness insurance helps ease the financial worries so you can concentrate on recovery. Find out more
I can help you
- Protect your family from the unexpected.
- Build & protect your savings.
- Build your plan for the future.
- Protect your health care options.
- Save for your goals...whatever they may be.
Tools and calculators
*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.