Chris Heaney Financial Services Inc

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Chris Heaney Financial Services Inc

Job title: Advisor at Sun Life

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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How We Work Together

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:

assessing your current financial situation,
setting achievable goals,
developing a realistic approach to meet those goals,
helping you work toward your goals and

helping you revise that approach as your needs change.

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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Retirement planning for business owners

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A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.

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Who are individual pension plans for and how do they work?

Are you a business owner or executive looking for ways to save for retirement? The answers to 5 questions can help you decide if an individual pension plan is...

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Office information

Langley, BC

Phone:

(604) 510-5232 x224

Email:

chris.heaney@sunlife.com

Address:

19978 72 Avenue, Suite 307, Langley, BC, V2Y 1R7 Canada

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