WinSure Financial Solutions Inc.
Job title: It all starts with great advice!
Area(s) served: Lower Mainland, Fraser Valley, Tri-Cities
Guiding families from uncertainty to confidence: Personalized financial protection
rooted in experience, empathy, and your unique story.
Who we service
Learn more
Business owners general
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
New Canadians
New to Canada? Let me help you “feel at home” with a strategy so you can be confident in your future.
Let's work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- Assessing your current financial situation,
- Setting achievable goals,
- Developing a realistic approach to meet those goals,
- Helping you work toward your goals and
- Helping you revise that approach as your needs change.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Stay informed
See more articles
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Discover new opportunities to connect, learn, and thrive at our Women in Wealth Networking Event in Halifax!
Why Attend?
• Keynote address by Heather Moyse, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: November 13, 2025
• Time: 5:30 pm – 7:30 pm
• Location: Asia Restaurant, 1341 Lower Water St., Unit 122, Halifax
Spaces are limited, so reserve your spot today! https://survey.alchemer.com/s3/8452458/Empowering-Women-in-Wealth-Halifax
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Why Attend?
• Keynote address by Heather Moyse, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: November 13, 2025
• Time: 5:30 pm – 7:30 pm
• Location: Asia Restaurant, 1341 Lower Water St., Unit 122, Halifax
Spaces are limited, so reserve your spot today! https://survey.alchemer.com/s3/8452458/Empowering-Women-in-Wealth-Halifax
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Discover new opportunities to connect, learn, and thrive at our Women in Wealth Networking Event in Halifax!
Why Attend?
• Keynote address by Heather Moyse, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: November 13, 2025
• Time: 5:30 pm – 7:30 pm
• Location: Asia Restaurant, 1341 Lower Water St., Unit 122, Halifax
Spaces are limited, so reserve your spot today! https://survey.alchemer.com/s3/8452458/Empowering-Women-in-Wealth-Halifax
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Why Attend?
• Keynote address by Heather Moyse, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: November 13, 2025
• Time: 5:30 pm – 7:30 pm
• Location: Asia Restaurant, 1341 Lower Water St., Unit 122, Halifax
Spaces are limited, so reserve your spot today! https://survey.alchemer.com/s3/8452458/Empowering-Women-in-Wealth-Halifax
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom