Christopher Gramzow
Job title: Financial Planner, Sun Life, QAFP®
Languages spoken: English
Area(s) served: Alberta, British Columbia, Ontario, Nova Scotia
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
Learn more
Business owners general
High net worth and affluent
Pre-retirees and retirees
Our Mission
We partner with Clients to help them understand how to navigate some of the most important financial decisions of their life.
We look forward to providing you with a customized strategy with a multi-disciplinary, long-term thinking approach offering you confidence and peace of mind. We put your needs first to help you achieve your financial goals.
How we work with you
As an Advisor at Sun Life, I like to work with successful families, professionals and business owners. I focus on building comprehensive plans for retirement and legacy.
Our goal is to help Clients achieve lifetime financial security and live healthier lives. We can engage with award winning professionals and are focused on utilizing trusted companies and professional relationships to provide advice tailored to your goals.
I offer virtual appointments for Clients located throughout Alberta, BC, Ontario and Nova Scotia. In-person appointments are done in Calgary, Alberta. Contact my office to book your appointment.
Products and services
Business owners
Life insurance products
Mortgage protection insurance
Client testimonials
Positive: Professionalism, Quality, Responsiveness, Value
Chris was so quick to help our company switch our Sun Life Financial services for our small office team benefits package. We got into more corporate financial services and a planning matters which we 3 in depth conversations that won our business over to him as this was the first time it all made sense for myself and business partner/husband. Thank you Chris and we will provide a direct reference for your future potential clients,
Chris is amazing. He is very professional always available and very patient to explain any questions you might have. We got súper visa insurance and life insurance that adapts perfect to our needs.
Positive: Professionalism, Responsiveness
Christopher Gramzow is highly responsive and goes above and beyond to provide services that's meaningful and valuable. On every contact or connection thus far, I learn something new that I can add to my tool belt.
Stay informed
See more articles
Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA
https://www.sunlifeglobalinvestments.com/en/insights/investor-education/getting-started/comparison-tax-advantaged-savings-accounts-tfsa-rrsp-fhsa/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Tuesday, March 17, 12 p.m. ET
While thinking about estate planning, an important consideration is taxation. Understanding these elements will help you create a comprehensive estate plan that protects your assets and ensures your wishes are carried out effectively.
In this webinar you’ll learn more about:
~providing for your loved ones
~the importance of beneficiary designations
~passing on your estate in a tax efficient manner
Register now to secure your spot and take the first step towards a more secure financial future. https://sunlife.zoom.us/webinar/register/1117539908918/WN_f5itsf3UT66-BVHFxaswmA#/registration
Tuesday, March 17, 12 p.m. ET
While thinking about estate planning, an important consideration is taxation. Understanding these elements will help you create a comprehensive estate plan that protects your assets and ensures your wishes are carried out effectively.
In this webinar you’ll learn more about:
~providing for your loved ones
~the importance of beneficiary designations
~passing on your estate in a tax efficient manner
Register now to secure your spot and take the first step towards a more secure financial future. https://sunlife.zoom.us/webinar/register/1117539908918/WN_f5itsf3UT66-BVHFxaswmA#/registration