||3962 Borden Street, Suite 101
Victoria, British Columbia
As a former business owner of a successful local food store, I know success requires focus and determination. By organizing and implementing a plan, I helped lead our team to win the, 'Canadian Independent Grocer of the Year' award in 2006. I will work closely with you to fully understand your specific situation and goals. I'll help you make informed financial choices to build your savings and protect what you save against unexpected events. Contact me today to discuss your financial goals.
|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:|
- Salary or income, investments and insurance amounts
- Pension and registered savings information
- Assets and debts
- Financial information for any business you own
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.
*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.