Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Fundy Insurance & Investment Solutions (2017) Inc.

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.

Michael Smith

If you're striving for the best life has to offer and refuse to settle for less, take the next step and have a conversation with me as your Sun Life Financial advisor. I can help you enjoy today while being prepared for tomorrow with the insight, support and solutions to meet your needs and help build your financial strength.

Job Title: Advisor, Sun Life

Email: michael.smith@sunlife.com

Address: Rothesay, NB

James Finlay

As a business owner and father, I understand the unique challenges people face when looking for the best way to plan for a successful financial future. My goal is to provide you with holistic solutions that address your individual financial needs. Whether you're single, have a family, or own a business, I can help you build your savings, protect you from an unexpected health event and have the peace of mind knowing you'll be able to live your retirement your way. Whether you find me at my office or volunteering in the community, I honor the principles of knowledge and integrity toward the people and organizations for whom I work. I'll take the time to get to know you, understand your goals and help you achieve lifetime financial security.

Job Title: Advisor, Sun Life, CHS™

Email: james.finlay@sunlife.com

Address: Rothesay, NB

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