Burton Financial Solutions Inc.
Job title: We're there for you through all of life's changes.
Area(s) served: Northern Ontario
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.
Clients are like family
At Burton Financial Solutions, our mission is to empower families and small businesses at every stage of life. We take the time to understand your goals, values, and unique situations so we can develop personalized strategies.
Our priority is long-term relationships built on trust and transparency. Through open communication, we seek to understand what matters most to Clients and align our recommendations accordingly.
Whether it's planning for a child's education, saving for retirement, or preparing for life's unexpected turns, we are committed to providing guidance and support.
Clients are like family, and we are dedicated to being there for them through all of life's changes.
Empowering local businesses
As a local business ourselves, we understand the challenges you face in building a sustainable company that supports both your community and your employees. We're committed to empowering local businesses with the financial guidance and strategies they need to feel confident tackling both short-term goals and long-term planning.
Together, we can look at all aspects of your personal and business finances to help minimize liabilities and maximize opportunities for growth. Just as importantly, we can design group benefits and retirement plans that reflect your commitment to community welfare and the well-being of your team.
Our team understands that small businesses are the backbone of any strong local economy. Let us put our knowledge to work for you, so you can focus on what you do best. Contact us today.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Have questions? Ask us!
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Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/cummy.burton
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/cummy.burton
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Brighten lives with strategic giving
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/cummy.burton