Daniel McAleer

Helping you reach your health and wealth goals.

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

Job title: Financial Planner, Sun Life, CPA, CA, CFP®

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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Let's work together

Whether you’re just starting out and looking for budgeting tips or thinking about retirement – I’m here to help. As a CERTIFIED FINANCIAL PLANNER®, I’ll work with you to:

Understand your goals and balance your short- and long-term needs
Develop a holistic financial plan that provides the right mix of income, savings and insurance protection solutions to help you meet your desired lifestyle now and in retirement.

We’ll work together to create a personal financial plan. I’ll help you prepare for the unexpected and take advantage of new opportunities – throughout your life. Together, we will build a roadmap to help you build lifetime financial security.

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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The five best exercises for surviving winter, according to experts

Luckily, there are some easy-to-practice exercises you can do at home to improve your mobility, flexibility and strength that will help prevent these common wintertime injuries.

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Passionate about creating positive health outcomes, we’re launching our Diabetes Care Program. A free, personalized care program that helps with diabetes management. This is Sun Life’s first solution helping Clients manage this chronic disease. An exciting milestone for Sun Life Health!

https://sunlife.co/diabetes-care-program

Working from home has a dark side, research suggests

Proponents of working from home like to tout benefits such as increased productivity and better work-life balance, but research suggests remote work could harbour a dark side, too.

Read article

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Office information

Bedford, NS

Phone:

(902) 481-0022 x2227

Email:

daniel.mcaleer@sunlife.com

Address:

90 Western Parkway, Suite 610, Bedford, NS, B4B 2J3 Canada

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