Erhart Financial Solutions Inc.
Job title: Financial Planner, Sun Life
Languages spoken: English
Area(s) served: Barrie, Ontario
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.
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Mortgage-free retirement? Not so for 29% of soon-to-be retirees - National | Globalnews.ca
For nearly a third of soon-to-be-retired Canadians, living a mortgage-free retirement may not be on the cards for at least a few years, a new report says.
Bank of Canada rate cut odds for June fall after April inflation data
Canada’s annual rate of inflation slowed to 1.7 per cent in April, Statistics Canada reported on Tuesday, down from 2.3 per cent in March.
Ontario 2025 budget: Highlights from bike lanes to alcohol revenue and housing | Globalnews.ca
Ontario has tabled its 2025 budget, outlining its spending plans for the next year in an economy dominated by tariffs from the United States. The annual document gives an indication of the health of the province’s economy and includes major and minor policy announcements from the government.
Office information
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.