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.
What makes my approach different:
- Family-focused planning: We understand the importance of providing for your family-today and for generations to come. Our team helps you grow and protect your wealth, ensuring your loved ones are cared for at every stage.
- Personalized guidance: Our holistic approach helps ensure that your financial plan is tailored to your unique goals, values, and family needs-so you can enjoy today while securing tomorrow. We take the time to understand your aspirations and concerns, crafting customized plans that adapt as your life evolves.
- Retirement confidence: Together, we’ll create a retirement plan that helps to maximize your income, minimize risks, and allow you to enjoy the lifestyle you’ve worked so hard to achieve. We simplify complex financial concepts, empowering you to make informed decisions with confidence.
- Legacy and estate planning: Our team helps you leave a meaningful legacy by developing efficient estate plans that honor your wishes and provide for your heirs.
- Ongoing support: As your life evolves, so does your financial plan. We're here to offer guidance and support, and dedicated to helping you adapt to life’s changes and new opportunities. We're committed to your success, providing ongoing support and proactive advice as your trusted financial partner.
Let’s work together to secure your family’s future, build your roadmap to financial freedom, and make your retirement dreams a reality-so you can focus on what matters most.
Services
Estate & Financial planning services
Lifetime financial security. Let’s create a plan that will help take care of everything when you no longer can.
Life and health insurance
Protect what matters most to you so can feel prepared no matter what life throws your way.
Retirement planning
A strong retirement plan is a key part of living out your retirement dreams. Let’s create a plan that incorporates your needs, goals and expected income.
Affluent and legacy driven

RRSP (Registered retirement savings plan)
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.

TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.

RESPs (Registered education savings plan)†

GICs (Guaranteed investment product)**
Because of their many features, guaranteed interest products are an important component of both registered and non-registered savings plans – as well as retirement income plans.

Mutual funds†

Segregated funds

Annuity products

Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses

Permanent Life Insurance
Business owners

Business owner insurance

Business Benefits & Savings

RRSPs for Business Owners

TFSAs for Business Owners
For individuals

Term life insurance

Personal and family health insurance

Disability Insurance

Critical illness insurance

Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses

Mortgage protection insurance

Dental insurance

Permanent Life Insurance
†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.
**Sun Life Financial Trust Inc. is the issuer of Sun GIC Max and Guaranteed Investment Certificates. Sun Life Financial Trust Inc. is a member of Canada Deposit Insurance Corporation (CDIC). An Insurance GIC is an accumulation annuity issued by Sun Life Assurance Company of Canada.

Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.