CA Financial Services 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.
Connection, clarity and partnership
Our Purpose:
To provide clarity and confidence to ensure your decisions about money align with your values and your financial goals.
Connection:
In the financial services world, one size doesn't fit all. We want to connect with you as a Client and you to connect with us. We'll listen to your goals, hopes and dreams and share the excitement of working towards achieving them.
Clarity:
Lean on our experienced professionals to create a clear picture for you. We'll build a comfortable and actionable strategy that will meet your present needs and future financial goals. Let us help empower you to make informed financial decisions, understand your personal path and accomplish your goals.
Partnership:
We believe in partnership. We'll treat you as we wish to be treated. In an ever-changing world, we're committed to developing new skills and staying on top of the latest information. We'll work hard for you, with integrity and transparency in all we do. Our goal is to know you and to be by your side as life unfolds
Let us address your uncertainties so you can focus on what is most important to you.
About CA Financial Services Inc. and Sun Life
Our charming main office is located in a beautiful historical Church building, at 135 Brant Avenue in Brantford, Ontario. Our secondary location is at 11 Aaron Drive in Port Dover, Ontario.
Sun Life has earned a strong presence in Brantford, Port Dover and Southern Ontario as a whole. Our roots are in the Southern Ontario communities we serve and we work seamlessly between our locations to ensure that you are always taken care of.
Products and services
Life insurance products
Investment options
Looking at retirement
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1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you. To schedule a meeting with one of our advisors, please contact us at 226.401.4805 or CA.Financial@sunlife.com.
Our office will close at 1:00pm on Friday May 16 and we will reopen at 8:30am on Tuesday May 20.
Our office will close at 1:00pm on Friday May 16 and we will reopen at 8:30am on Tuesday May 20.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Office information
