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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Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://advisor.sunlife.ca/fundy.solutions

保險不只是為突發狀況做好準備，更是幫助守護對您最重要的人、目標和計劃。

甚麼最能讓您感到安心？

❤️ 家人
🏠 家居
💼 業務
💰 財務未來

請在下方分享，讓我們一起討論切合您需要的保障策略。

If you could improve just one area of your business before the end of the year, what would it be?

💬 Cash flow
💬 Tax planning
💬 Growth
💬 Succession planning

Share below and reach out if you'd like to have a conversation about closing off this quarter with confidence. https://advisor.sunlife.ca/fundy.solutions

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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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