A Sun Life Financial advisor will
contact you within a few days to
schedule a meeting.
Here are a couple of things to help prepare for your first meeting:
Think about your goals – What
are your short-term and long term
goals? What are you
looking to achieve?
Organize your financial statements –
Gather any mutual fund, RRSP or TFSA
statements. Plus any insurance
policies, debts, mortgages and
monthly payments. The more
information, the better.
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