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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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What is high dividend-yield investing? A guide to passive income
https://www.fidelity.ca/en/insights/articles/what-is-high-dividend-yield-investing/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ben.aldridge