CA Financial Services Inc.

Job title: It all starts with great advice

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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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 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 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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Stay informed

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Diversify your portfolio: Don’t put all your eggs in one basket

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Is the W-shaped recovery a Win or a Warning for investors?

Is the W-shaped recovery a Win or a Warning for investors?

Access helpful resources on financial knowledge developed by professionals in the industry.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Opinion: Don’t blame the boomers for the economy – they put in more than they take

Opinion: Don’t blame the boomers for the economy – they put in more than they take

Boomers continue to contribute more to the economy than any earlier generation. It is they who pressured governments some years ago to eliminate mandatory retirement at age 65. Today, they are working longer than the generation before them.
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Sunlife
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.