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 main office is located in a beautiful historical Church building, at 135 Brant Avenue in Brantford, Ontario, with secondary office locations in Simcoe, Delhi, and Port Dover. Our roots are in the Southern Ontario communities we serve and we work seamlessly between our locations in Brant and Norfolk County to ensure that you are always taken care of.
Products and services
Business owners
Life insurance products
Mortgage protection insurance
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Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/cafinancial/
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/cafinancial/
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next.
Contact us at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors. https://advisor.sunlife.ca/cafinancial
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next.
Contact us at CA.Financial@sunlife.com or 226.401.4805 to schedule an appointment with one of our advisors. https://advisor.sunlife.ca/cafinancial
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
To schedule an appointment with one of our advisors, contact us at CA.Financial@sunlife.com or 226.401.4805
https://advisor.sunlife.ca/cafinancial
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
To schedule an appointment with one of our advisors, contact us at CA.Financial@sunlife.com or 226.401.4805
https://advisor.sunlife.ca/cafinancial
Office information
