CA Financial Services Inc.
Job title: It all starts with great advice
Trustworthy advice you can count on
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.
Where we are
Our charming main office is 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
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 gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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How 5 employers are broadening the scope of mental-health support | Benefits Canada.com
Nearly a decade ago, Sun Life began its mental-health journey by aligning the National Standard for Psychological Health and Safety in the Workplace across a wide range of elements within its employee experience.