Brian Fisher
Job title: Advisor, Sun Life, QAFP™
Languages spoken: English
Area(s) served: New Brunswick
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.
How we work together
Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.
Products & services
Find a lifetime of financial security and work towards a healthier life by exploring some of our insurance and investment products. A Sun Life Financial advisor can help you develop a comprehensive plan to take you through all of life’s stages.
· Insurance - Help protect yourself and the people who depend on you with life and health insurance.
· Investment - Save and invest your money now, then turn your savings into retirement income.
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
Tools & calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
· Life insurance calculator - In just 2 minutes, calculate how much life insurance you may need.
· Retirement savings calculator - Find out how much you will need to save for retirement and if you're on track to meet your retirement savings goal.
· Budget calculator - Use this monthly budget calculator to help you manage your spending.
Stay informed
See more articles
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals