Tusk Financial Services Inc.

Job title: Financial Planner, Sun Life

Area(s) served: Alberta, British Columbia, Ontario

Make sure the next chapter of your life is in the right hands.

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

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Let's work together

Managing your family's finances doesn't have to be stressful or confusing. Our team transforms financial planning into a straight-forward and reassuring process, tailored specifically to your family's needs. We understand the unique challenges you face and offer personalized strategic solutions to build a solid foundation for your future.


With our expertise you'll gain a clear achievable plan that reflects your goals and dreams, providing the security and confidence your family deserves.


Let's help navigate your financial journey with ease and peace of mind. We help individuals and business owners all over Alberta, British Columbia and Ontario. We are happy to accommodate in-person and virtual meetings based on your availability and comfort. Contact our office to set up an appointment.

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.

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.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

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Stay informed

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Woman mortgage-free at 42 wonders what to do with the extra cash

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Employers can support workers' mental health with digital toolkits, adequate coverage: expert | Benefits Canada.com

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