Ben Oakes

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Let’s connect

Job title: Advisor at Sun Life

Languages spoken: English

Area(s) served: Renfrew, Ontario

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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How we 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.

My commitment to you

By understanding your needs, I am able to recommend a plan and coverage that will allow your loved ones to continue living the same lifestyle they are accustomed to now and in retirement.

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

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.

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.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....

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Tips on raising a financially savvy child

How can we raise our children to create a smart financial future? This article from CTV News takes a look at a few ways to help to foster financial literacy.

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We've Moved!
The office for Ben Oakes, Advisor at Sun Life has moved to a new location - 22 Raglan Street South, Suite 1. Our entrance is facing Raglan Street.
Come by to see us anytime, to say hello, or ask how we can help you with your financial goals.
See you soon!

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Office information

Renfrew, ON

Phone:

(613) 717-3977

Email:

ben.oakes@sunlife.com

Address:

22 Raglan Street South, Suite 1, Renfrew, ON, K7V 1P7 Canada

Office hours:

Monday: 9:30AM - 6:00PM

Tuesday: 9:30AM - 6:00PM

Wednesday: 9:30AM - 6:00PM

Thursday: 9:30AM - 6:00PM

Friday: 9:30AM - 2:00PM

Closed on weekends

Let’s connect

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