Services and solutions
Let’s create a protection strategy that helps protect your family, your business and your employees. Let’s work on tax efficiency plans to ensure you are keeping money in your pocket. Finally, let’s create income streams as you transition into retirement. My team and I can help you with this and much more. Contact our office to book your first appointment.
Business owners
![](/sites/default/files/2023-12/Product-business-owner-insurance.jpg)
Business owner insurance
![](/sites/default/files/2023-12/Product-business-benefits.jpg)
Business Benefits & Savings
![](/sites/default/files/2023-12/Product-RRSP-business.jpg)
RRSPs for Business Owners
![](/sites/default/files/2023-12/Product-TFSA-business.jpg)
TFSAs for Business Owners
Family centric
![](/sites/default/files/2023-12/Product-RRSP.jpg)
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.
![](/sites/default/files/2023-12/Product-TFSA.jpg)
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
![](/sites/default/files/2023-12/Product-RESP.jpg)
RESPs (Registered education savings plan)†
![](/sites/default/files/2023-12/Product-term-life-insurance.jpg)
Term life insurance
![](/sites/default/files/2023-12/Product-family-health-insurance.jpg)
Personal and family health insurance
![](/sites/default/files/2024-05/Disability.jpg)
Disability Insurance
![](/sites/default/files/2024-05/CII.jpg)
Critical illness insurance
![](/sites/default/files/2023-12/Product-travel-insurance.jpg)
Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
![](/sites/default/files/2023-12/Product-mortgage-protection.jpg)
Mortgage protection insurance
![](/sites/default/files/2023-12/Product-dental-insurance.jpg)
Dental insurance
![](/sites/default/files/2023-12/Product-permanent-life-insurance.jpg)
Permanent Life Insurance
Looking at retirement
![](/sites/default/files/2023-12/Product-RRSP.jpg)
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.
![](/sites/default/files/2023-12/Product-TFSA.jpg)
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
![](/sites/default/files/2023-12/Product-RRIF.jpg)
RRIF (Registered retirement income fund)
![](/sites/default/files/2023-12/Product-GIC.jpg)
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.
![](/sites/default/files/2023-12/Product-LIF.jpg)
LIF (Life income fund)
![](/sites/default/files/2023-12/Product-mutual-funds.jpg)
Mutual funds†
![](/sites/default/files/2023-12/Product-segregated-funds.jpg)
Segregated funds
![](/sites/default/files/2023-12/Product-annuity.jpg)
Annuity products
![](/sites/default/files/2023-12/Product-family-health-insurance.jpg)
Personal and family health insurance
![](/sites/default/files/2024-02/LIRA.png)
LIRA (Locked-in retirement account)
![](/sites/default/files/2024-05/LTCI.jpg)
Long term care insurance
![](/sites/default/files/2023-12/Product-permanent-life-insurance.jpg)
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.
![](/sites/default/files/2023-12/lets-connect-CTA.jpg)
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.