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

How we work

Client 1 - Introductory meeting. 2 - Understand your goals and situation. 3 - Discuss and clarify your needs. 4 - Recommendations. 5 - Implement your plan. 6 - Follow up.

Our clients are at the centre of everything we do.

  • We take the time to understand your personal situation and what's on your mind.
  • We listen, discuss and then identify your unique financial and retirement goals.
  • We discuss your priorities, requirements and identify any gaps.
  • We recommend solutions and work with you to ensure your plan fits your needs and priorities.
  • We help to implement your plan.
  • We regularly review your plan with you and follow up as appropriate.
 

* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.