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
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We are very excited to announce that now offer Exchange-Traded Funds (ETFs)! This is an exciting evolution to our business that will greatly enhance our product offering going forward.
What is an ETF?
An ETF is a type of investment fund that holds a basket of securities (stocks, bonds, or both) and trades on an exchange like a stock. This structure allows investors to gain diversified exposure to a specific index, sector, or strategy in a single, cost-efficient investment. They are often used to track specific indexes, such as the TSX or S&P 500. They generally have significantly lower fees than mutual funds, which can help to enhance your returns.
ETFs can provide cost-efficient diversification, tax-efficiency, and flexible portfolio management across a wide range of asset classes. They will not replace our current mutual fund offering, but instead will optimize it. Our goal is to have the best product shelf of any financial professional that you work with, and this is a significant step forward.
Book an appointment today to explore how ETFs could fit into your investment strategy: https://bit.ly/4ktFIeu
We are very excited to announce that now offer Exchange-Traded Funds (ETFs)! This is an exciting evolution to our business that will greatly enhance our product offering going forward.
What is an ETF?
An ETF is a type of investment fund that holds a basket of securities (stocks, bonds, or both) and trades on an exchange like a stock. This structure allows investors to gain diversified exposure to a specific index, sector, or strategy in a single, cost-efficient investment. They are often used to track specific indexes, such as the TSX or S&P 500. They generally have significantly lower fees than mutual funds, which can help to enhance your returns.
ETFs can provide cost-efficient diversification, tax-efficiency, and flexible portfolio management across a wide range of asset classes. They will not replace our current mutual fund offering, but instead will optimize it. Our goal is to have the best product shelf of any financial professional that you work with, and this is a significant step forward.
Book an appointment today to explore how ETFs could fit into your investment strategy: https://bit.ly/4ktFIeu
Financial advice that fits your needs. Let Sun Life One Plan help.
Take control of your financial future. Reach out today to get started!
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget.
https://advisor.sunlife.ca/benson.financial/
Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget.
https://advisor.sunlife.ca/benson.financial/
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