Erhart Financial Solutions Inc.

Job title: Financial Planner, Sun Life

Languages spoken: English

Area(s) served: Barrie, Ontario

Trustworthy advice you can count on

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How we work together

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:

 

  • assessing your current financial situation,
  • setting achievable goals,
  • developing a realistic approach to meet those goals,
  • helping you work toward your goals and
  • helping you revise that approach as your needs change.

 

Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

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, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Top Six Client Questions

Top Six Client Questions

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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.