Talk Financial Services inc.

Helping you reach your health and wealth goals.

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

Let’s connect

Talk Financial Services inc.

Job title: Financial security advisor and mutual funds representative

Languages spoken: English

Area(s) served: Greater Montreal

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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Let's work together

For your long-term goals or your short-term needs, we work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.

I can help you meet your needs with a number of solutions. From a simple budget to complex strategies, I can help you build lifetime financial security by:

Protecting your family when the unexpected happens with term life, permanent life or universal life insurance
Providing you with options for personal health, disability insurance or critical illness insurance

You can benefit from my professional expertise and access to some of the industry’s leading insurance and investment products. I can help you build a financial approach customized to your needs.

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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What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

Do you have an estate plan? If not, it may be time to create one. Estate planning is complex and more than just simply handing down your assets to the next generation. Let's make sure you have a plan that you and your family can count on.

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Office information

Pointe-Claire, QC

Phone:

(438) 388-0178

Email:

garry.baptiste@sunlife.com

Address:

Suite 255 East Tower, 1 Holiday Avenue, Pointe-Claire, QC, H9R 5N3 Canada

Let’s connect

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