Benson Financial Solutions Inc.
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.
Who we service
Learn more
High net worth and affluent
Families
Millennials
Our Commitment
We strive to build personal relationships with Clients. Through our personalized approach you will leave knowing that we have built a plan that is unique to you. A financial plan with the right investments that fits your life goals. We have experience working with business owners, doctors, young professionals, and the family market. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
Why work with an advisor?
We can help you meet your needs with a number of solutions. We focus on holistic financial planning including:
- investments,
- insurance,
- tax planning and
- estate maximization.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. Our high value, cost efficient approach will allow you to create a solid financial foundation that you will build upon for years to come.
Products and services
Business owners
Health insurance products
Life insurance products
The Office of the Future
As technology evolves, we understand that the way you like to do business evolves as well. In addition to traditional, face-to-face appointments, we offer the following services:
- Zoom video conference appointments
- E-Signature
- The mySunLife mobile app
- Communication through our social media channels such as Facebook and Instagram
We use this smart technology to make the entire Client experience, from onboarding to annual reviews, easier than ever before.
Stay informed
See more articles
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.
Financial planning for the modern family on Nov 18 at 12 p.m. ET.
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.
Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.
Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
or book an appointment with us today: https://bit.ly/4ktFIeu
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
or book an appointment with us today: https://bit.ly/4ktFIeu
Office information
