Focus Financial Solutions Inc.
Area(s) served: Southwestern Ontario; London, St. Thomas, Strathroy, Petrolia and surrounding areas
Experience life’s moments, we’ll focus on the rest
Every moment matters. Whether it’s opening the doors to your first business, having your first child or going on the vacation of your dreams, we’re here to help you make the most out of every moment that matters to you.
We've built our foundation on establishing strong relationships. We want to know you, understand what's important to you, and hear about your unique goals. We will help you make informed decisions about your finances and set a personalized plan for your financial future. When you join our family of trusted Advisors, our entire team supports you. We'll work as hard for you as you do for your own family or business.
We’re here to help with every moment and every dream, at every stage of life. Experience life’s moments; we’ll focus on the rest.
Our commitment to you
You have dreams for your future, but could you use some clarity how to get there? At Focus Financial Solutions Inc., we take pride in helping Clients build their plan for lifetime financial security.
Through our forward thinking approach and ongoing assessments, we provide customized solutions to help Clients achieve their goals. We're passionate about providing Clients with exceptional service and celebrating their successes with them.
When you work with us, you can expect us to:
- Listen and provide financial advice based on your priorities,
- Make things easy to understand as we help you make informed decisions and
- Make you feel welcome during each visit.
We build long-term relationships with Clients as we help them navigate through all life stages. Whether you're single, have a family, or own a business, we can help. We look forward to seeing you soon.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Client testimonials
"Thanks again for the very informative and illuminating Financial Planning session. We appreciate your hard work in building our plan for us and value your help in visualizing our financial situation in retirement. We found this exercise extremely helpful as it allowed us to get a good understanding of the long-term benefits of our current investment strategy. The session gave us peace of mind for the future and also motivated us to stay on the investment path we are on. Your knowledge in the way the software works and suggestions on various strategies we can employ to optimize our retirement savings was invaluable. Thanks again Chuck!"
"I found the session very helpful. There are so many unknowns and the One Plan software showed how different scenarios could play out. We talked about taking CPP at 60 vs 70, TFSA advantages, and how changing investment risk tolerance can affect my plan over the years. I was shocked at the numbers, but most of all I felt a great sense of relief in seeing the details specific to me. It let me know I was on the right track. I would suggest the session to anyone who is questioning when they can retire/will they have enough to retire/and all the other what ifs. I would rate it 10/10."
"Thank you so much for all you guys did to help me get Ivan’s rsp’s where they needed to be. You made one aspect of this situation a whole lot easier for me. I will surely share my positive reviews with everyone I know!"
"We would just like to take a minute and acknowledge the zoom meeting we had with Chuck this morning. We found him very knowledgeable, personable and pleasant to work with. We found his presentation easy to understand and trust that he has our best interests in mind. Thanks Chuck, really appreciate your time."
Stay informed
See more articlesScript: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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