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 help 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.
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Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!
Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.
Get in touch to discuss whether a segregated fund is the right choice for your investments!