Narrative Financial Services Ltd.

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 do you want your story to unfold?

We believe that we all have the power to create our own story line.

Over the past 15 years our own story has gone through many chapters. Some of those were challenging, but we have always been prepared for the twists and turns ahead. Our current chapter finds us with a strong team who work to ensure that Clients' stories get told as planned.

There are always risks along the way and we believe that without planning for the twists and turns of life, the story may not unfold the way we wish. We help Clients identify risks and help them find strategies to mitigate them.

What brings Clients into our offices?

Clients count on us to listen to their narrative. What does a successful financial future look like to them? By listening and truly understanding what is important to them, we help them see how to shape their own financial success story with a plan to help them achieve it.

Our passion for telling a 'story', helps Clients write that next chapter in their lives with confidence;

  • protecting their growing assets from debt burdens
  • transitioning a business to the next generation
  • accessing funds from the corporations for retirement
  • keeping the family cabin as a generational asset
  • protecting their growing income from health risks

We are a team and have a broad network of accountants and lawyers who we work closely with to help fortify Client stories. Clients are in the centre of the process, not in the middle of conflicting advice. 

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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Retirement savings calculator

Retirement savings calculator

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account

FHSA: Tax-Free First Home Savings Account

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
Net worth calculator

Net worth calculator

What’s your net worth? It’s the total value of everything you own, minus your liabilities (debts). Use this net worth calculator to see how your net worth...

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.