HGH Insurance & 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.

HGH Insurance & Financial Services Inc.

Area(s) served: Barrie, Simcoe, Keswick, Newmarket, Aurora, Alliston, Schomberg, Innisfil, Muskoka

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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Holistic financial strategies

Our experienced team is committed to your success. With decades of experience helping people just like you, we know how to create a plan that will help you reach your short- and long-term goals. From families and individuals to businesses and pre-retirees, we can help you regardless your current life stage. You can count on us to prioritise your best interests.

What can you expect? First, we work together to determine your needs and goals. Then we come up with multiple strategies to cover those needs and help you reach those goals. We’ll work with you to understand these strategies and allow you to choose the path forward. We then implement the plan accordingly.

Our office is in Barrie, Ontario. We service the surrounding areas of Simcoe, Keswick, Newmarket, Aurora, Alliston, Shomberg, Innisfil, Muskoka with in-person and virtual appointments. Contact our office to book you appointment. It’s time to invest in your future.

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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With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.

When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.

Let’s connect to discuss your strategy.

Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options.

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Office information

Barrie, Ontario

Phone:

(705) 737-3552 x2209

Email:

hgh.financial@sunlife.com

Address:

62 Commerce Park Drive, Unit A, Barrie, ON, L4N 8W8 Canada

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