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Help clients make the most of today. And plan for tomorrow. Money for Life.

About Whitehead Financial Services Inc.

Our team has sincere respect for the needs of clients who come to us for help. We're proud residents of Grey Bruce and want to support the people who live here. We listen to clients and strive to meet their insurance and investment needs with a focus on integrity, knowledge and a top-notch level of client service. With regular reviews, we can make adjustments to your plan as your needs change over time. Let's talk about your plan for a bright financial future.

Michael Whitehead*, B.Sc., M.Eng., CFA
Advisor

Michael WhiteheadRunning, biking and spending time with family are a few of the ways I enjoy life. Among other personal accomplishments, I'm proud of having completed five marathons.

As a Sun Life Financial advisor since 2004, I'm passionate about helping people make informed choices to build their savings and protect their assets. Knowledge is power, especially when it comes to planning your financial future. The advice I provide is enhanced by my background in engineering and finances and my Engineering Masters degree from McMaster University. I find great satisfaction in working with clients to build their plans to achieve their goals. My values include integrity, honesty and hard work. I can help you select the right mix of insurance and investment solutions so you can experience greater financial security. Not only will I provide you with the products and service to help you achieve your financial goals, I'll provide you with powerful insights that will stay with you for a lifetime.

Whether you're single, have a family, or own a business, I can help you build your plan to experience a bright financial future and retire your way. Let's meet for a consultation meeting soon.
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Julie Whitehead*
Associate Advisor

Julie WhiteheadMy favourite pastimes include singing, walking and watching our children participate in gymnastics and hockey.

As an Associate Advisor, I take great pride in helping clients achieve their goals for today and plan for their dreams of tomorrow. I listen carefully to their needs before helping them put together their clear financial roadmap. My over 25 years of experience in the financial services industry enhances the advice I give clients. I believe you don't have to be wealthy to make wise choices to brighten your financial future and protect your loved ones. I can help you maximize your savings, pay less tax, and retire with confidence with a proper mix of insurance and investment solutions. These may include life insurance, disability insurance, critical illness insurance, TFSAs, and RRSPs.

I look forward to meeting you to discuss building a plan to help you achieve lifetime financial security. It all starts with a few small steps, let's talk.
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* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.