Katie Miller*

100 Jarvis Street Fort Erie, Ontario L2A 2S4

As a Sun Life Financial advisor, my goal is simple; to have clients trust me like a family member. My five-step approach involves getting to know what your unique needs are and finding ways to help you build the life you want within your means. As a former business owner, I also understand the challenges proprietors face and can help with important financial decisions. With my wide range of professional resources, I will get the answers you need to help you achieve lifetime financial security.

Please feel free to visit our corporate site: Meristem Financial Services Inc.

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

Critical Illness
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

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