Ben Aldridge
Job title: Financial Planner, Sun Life, CLU®
B.A.
Languages spoken: English
Area(s) served: Greater Toronto Area, Central region, Eastern region
Since 2015, I have worked in the financial industry with Sun Life. I enjoy helping Clients with holistic financial solutions and money for life strategies. During my previous 10 years in account management, I provided business owners with solutions to strengthen, build and grow their businesses.
I'm proud to hold the Chartered Life Underwriter (CLU) designation. This has been widely recognized as a superior mark of excellence in the financial services industry. CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Let's work together!
My mission is to empower families to make intelligent financial decisions by keeping things simple and easy to understand. In this way, I can help Clients find a clear path to turn their financial dreams into a reality. When we work together, I hope to bring you financial peace of mind. I want to help you protect what matters most and make your financial dreams become a reality.
Let’s work together to build your savings, protect your family and live a healthier life. I’ll develop a holistic plan that provides a mix of income, savings and insurance protection options. Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.
My office is in Ajax, Ontario. I service the Greater Toronto Area, central Ontario and eastern Ontario. I offer both in-person and virtual appointments. Contact my office to get started.
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.
Family centric
Protecting your family and setting them up for success – that's what it’s all about.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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#TaxStrategy #BusinessOwners #FinancialAdvice
#TaxStrategy #BusinessOwners #FinancialAdvice
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
1. Health and life insurance
2. Emergency savings
3. An advisor who knows your goals
Reach out and let’s create a plan that you feel confident about.
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf
#InvestmentGrowth #PartnerRight #SunLife
*Montmarquette, C. and Alexandre Prud’Homme, A. (2020). More on the value of financial advisors Cirano. https://cirano.qc.ca/files/publications/2020RP-04.pdf