Address:
120 King Street W, Suite 1100 Hamilton, Ontario L8P 4V2
Languages:
English
Phone:
905-528-8691 ext. 2246
Email:

With a family of my own, I understand the desire to protect your loved ones and enjoy life. As a Sun Life Financial advisor, I'll work closely with you to fully understand your specific needs and goals. I'll then help you make informed choices that pave the way for a strong financial future. I believe financial advice is about you, so I take the time to listen and understand what you want to achieve. By developing a relationship with you, I'm able to look at the bigger picture and make recommendations today that can help meet your financial needs tomorrow. You don't have to be wealthy to understand how to brighten your financial future. Build your savings, protect your assets and enjoy your life. Let's talk today.

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