Fennelow Financial Solutions Inc.

Helping you reach your health and wealth goals.

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

Fennelow Financial Solutions Inc.

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.

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Financial planning

I help individuals, families and business owners with all their financial planning needs. Whether you are just starting your family, mid-career or nearing retirement, I can help you. I specialize in financial planning, investment solutions as well as life and health insurance.

When we work together, we’ll create a mutually beneficial relationship where the financial planning process and implementation are as painless as possible.

I offer in-person appointments for Clients located in Milton and surrounding areas. Virtual appointments are available for Clients located across Ontario and British Columbia. Contact me to book your 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.

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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Stay informed

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Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/

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Office information

Milton, Ontario

Phone:

(289) 851-6588

Email:

angela.fennelow@sunlife.com

Address:

1032 Hemstreet Cres,, Milton, ON, L9T 6S3 Canada

Office hours:

By appointment only.

Sun Life Trillium District Office

Phone:

289-851-6588

Address:

5420 North Service Road, 401, Burlington, ON, L7L 6C7 Canada

Office hours:

By appointment only

Let's connect

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