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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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.

Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It gives you advanced features, such as:

- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes

Let’s find out if Sun Life One Plan is right for you.

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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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