Fundy Insurance & Investment Solutions (2017) Inc.

Helping you reach your health and wealth goals.

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

Fundy Insurance & Investment Solutions (2017) 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 strategies for business owners, professionals, individuals and families.

At Fundy Insurance & Investment Solutions, we help professionals, small business owners and pre-retirees reach their financial goals. Our promise goes beyond mere transactions. We build long-lasting relationships by crafting robust roadmaps and helping Clients throughout their entire financial journey. Are you currently planning for retirement or seeking to bring financial security to your business? Work with us today to secure your financial well-being at every stage of your life.

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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Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/fundy.solutions

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🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.

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Office information

Rothesay, NB

Phone:

(506) 847-8918

Email:

fundy.solutions@sunlife.com

Address:

9 Scott Ave.,, Rothesay, NB, E2E 2H7 Canada

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