Gravitate Financial Solutions Inc.
Job title: Gravitate Financial Solutions Inc.
Languages spoken: English
Area(s) served: Surrey, British Columbia
Trustworthy advice you can count on
Let's work together
I love to create strategies for professionals who are preparing for retirement. Nothing beats the satisfaction of guiding people about how their savings work for them.
Making good decisions is the key to achieving lifetime financial security and I’m here to help you along the way. I work with young families, small business owners and people transitioning into retirement. Using a holistic approach, I can help you:
- pay off your debt,
- save for your goals and
- plan for your retirement.
I believe that education is empowerment. I’ll work with you continuously and assist you in making decisions that help protect your income, family or business. I know that you are unique and you need a plan created uniquely for you.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articlesRRIF: Registered Retirement Income Fund
Understanding dollar-cost averaging vs. lump-sum investing
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.