Benson Financial Solutions Inc.

Helping you reach your health and wealth goals.

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

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.

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Who we service

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High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Millennials

In a stage of growth? Wherever you are in life, it’s important to protect yourself and feel confident about your finances.

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

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.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

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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

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Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes paid by your estate is tax planning.

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Five great tips for successful investing.

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Office information

Windsor, ON

Phone:

(519) 974-3200 x2227

Email:

bfs@sunlife.com

Fax:

519-974-4266

Address:

Greenwood Centre, 510 - 3200 Deziel Drive, Windsor, ON, N8W 5K8 Canada

Office hours:

Monday - Friday: 9:30am - 4:30pm

Additional times available by appointment only.

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