Dawn Daughton, BA, CIM, FCSI*
Since 1994, I have helped my clients smooth the path to achieving their financial goals. Small business owners need health and disability benefits, succession and retained earnings strategies. Families need investments, mortgage, life and health insurance and tax planning. Retirees need tax efficient income strategies and legacy planning. I'm able to help with all of these needs. By creating a plan to minimize financial stress in your life, you'll have more time and energy for the people in it.
|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:|
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.