Century Group Financial Solutions Inc.
Area(s) served: Ontario, British Columbia, Alberta, Manitoba, Newfoundland, New Brunswick, Nova Scotia and Prince Edward Island
Our commitment to you
With a promise to always listen and be responsive, at Century Group Financial Solutions Inc. we’re here to help navigate life’s challenges. We’re committed to you and our ongoing learning—to better support Clients. We are accessible when you need us, upfront and transparent, and will earn and protect your trust in us.
Working with our team
I have been dealing with Century Group since the beginning. They are a great company to work with. They really have your best interests in mind. - J.D., Client
As we develop and implement your financial strategy, to help reach your goals, we will collaborate and partner together. Our team will listen and support you through all of life’s transitions, providing support for your financial, protection, business, retirement and estate needs. With over 100 years of combined experience, we will continue to support our community today and for the generations to come.
Initial discovery – When we first meet, our team will gather details about your financial picture. Your individual situation is unique, and we will take the time to get to know you and what your goals are.
Recommendations – We will build a plan and provide recommendations customized to your needs. Together we will review our findings and explore all viable solutions to help you achieve your goals.
Implementation – After discussing the recommendations, our team will collaborate to implement the strategies you feel most comfortable with for meeting your needs.
Review & refine – Our team will reach out to regularly schedule reviews. These meetings will help ensure the strategy in place still meets your current financial situation and provide you with ongoing support throughout your financial journey.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articleshttps://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retiring-unexpectedly-heres-how-your-advisor-can-help/
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.
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-build-your-emergency-fund/
Office information
