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.

View more options

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.

Learn more

Stay informed

See more articles

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 

See more articles

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

Let’s connect

All fields below are required unless labeled optional.

First Name

Last Name

Preferred Contact Method

Email

Phone

Email Address

Phone Number

Optional

Optionnel

Message

0 of sur 500

Optional

Optionnel

Yes I’d like to receive emails from Sun Life and this advisor. I understand I can unsubscribe at any time.

By providing your contact information you agree to send your information to Sun Life Canada who agrees to use it according to their privacy policy and that Sun Life can contact you from time to time by phone, email, text and regular mail. You can unsubscribe at any time. To find out more about our privacy practices, visit privacy.