Grieco & Sachs Financial Solutions For You Inc.

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

Grieco & Sachs Financial Solutions For You 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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Let's work together

As a team, we have the knowledge and experience to help you reach your goals. We strive to provide trusted and sound advice to Clients.

We work with individuals and families who are interested in insurance protection and wealth accumulation and decumulation. We also help business owners who are starting a business or those looking for an exit strategy plan.

Whether you’re looking for financial planning, estate planning or business planning, our team can help you.

At Grieco & Sachs, holistic financial planning drives the conversation. Our advisors specialize in retirement planning and estate planning for families and small business owners. Please contact our office if you would like to schedule an appointment.

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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Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

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Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️

Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/

Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings

Don't leave your future to chance. Start planning today for a worry-free tomorrow.

#RetirementPlanning #FinancialFreedom #SunLifeCanada

6 Everyday Foods That May Be Raising Your Stress Levels

Cortisol, the stress hormone, is important for the body. Some foods can disrupt a healthy balance, and high levels can cause several conditions over time.

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Office information

Belmont Village

Phone:

(519) 741-5585

Email:

natalie.sachs@sunlife.com

Address:

608 Belmont Avenue W,, Kitchener, ON, N2M 1N5 Canada

Office hours:

Monday - Friday 9:00 AM - 4:00 PM

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