Address:
5775 Yonge Street, Suite 1900 North York, Ontario M2M 4J1
Languages:
English
Phone:
416-512-0400 ext. 2298
Email:

You have dreams for your future, but do you have a plan to get you there? I know life's busy and it's difficult to find time to focus on your finances. That's where I can help. As a Sun Life Financial advisor, I know how to look at the bigger picture to guide you toward lifetime financial security. By focusing on savings strategies and protection solutions I can help you build a plan for the future. My goal is to offer clients the information they need to make educated decisions about how their money can work best for them. I'm here to help answer any questions so you feel confident you can enjoy today while being prepared for what tomorrow might bring. Whether you're single or married, just starting out or retired, I can help you build your strategy for success. Let's talk today.

Notices
Please feel free to visit my corporate site: Blackwell Financial Solutions 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

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