Matt White, BFA*

145 Kelsey Drive, Suite 100 St. John's, Newfoundland A1B 0L2
709-576-6243 ext. 2366

As a business owner and father of two, I understand the unique challenges businesses and families face when looking for the best way to plan for a successful financial future. As a Sun Life Financial advisor, my goal is to provide you with holistic solutions for your individual financial needs. I believe in building strong relationships with clients by getting to know them and understanding their personal goals. No plan is one-size-fits-all. Together, we'll build a customized financial strategy with the right mix of insurance and investment solutions to help you achieve lifetime financial security. My philosophy is very simple: to provide you with the same high-level of expertise and service that I would expect for my own family.

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.