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!
Stay informed
See more articlesScript: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Certain terms and conditions may apply. Contact me for more information.
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.