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Financial planning tips

Brighter life
July 25, 2017

Real client stories: Meghan (Video)

In another in a series of videos in which real Sun Life clients talk about how good financial advice is making their lives brighter, we meet Meghan.

Meet Meghan, a real Sun Life client who owns a small dance studio in Stratford, Ontario. Meghan wants to protect her financial future in retirement – but she also wants to grow her business and look after her employees. Working with her Sun Life advisor gives her peace of mind she values.

“I don’t have to wake up every morning worrying if I have the finances to grow my business, am I going to be prepared for retirement, am I going to be able to reach my goals in the timeframe that I want to reach them,” Meghan says. “I understand where my money is going and what it’s doing. I feel very secure in the knowledge that I have a plan, the plan is working and the plan is going to be ready for me when I’m ready to use it.”

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