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The team at Advantum has the appropriate tools and resources to design a strategic financial plan to guide you to realize your vision. Like any successful business owner or professional knows, vision provides clarity. If you don’t yet have a vision for life, let’s create one! As a team, we dedicate ourselves to defining your wealth. We want to help you achieve a balance of health and wealth in your life. Whether you are local to White Rock, or live throughout the province of British Columbia, we’re ready to help you along your journey.

The SUMMIT Process is outlined below:

1. Assess your base camp
Understand your unique story and goals, while considering your family values, community impact and legacy aspirations.

2. Mapping the ascent
Define clear, actionable financial goals, review the complex implications of your diverse assets and plan for a lasting legacy.

3. Start the climb
Develop a customized, comprehensive financial plan that prioritizes your family's health, protection, and security.

4. Reach new heights
Execute the financial plan with precision while coordinating seamlessly with legal, tax, and other professionals on your team.

5. Navigate the terrain
Ensure the plan stays on track and adapts to changes while celebrating the pinnacles along your life journey.
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Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.