Insight Financial Services Inc.
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Let's work together
We believe educating Clients is important to ensure you can make confident decisions for the moments that matter most to you and your family. Our goal is to cultivate long-term relationships with Clients as we believe that getting to know you, your personal and financial goals, allows us to make appropriate recommendations to meet your personal and business needs.

Products and services
Looking at retirement
Affluent and legacy driven
Business owners
Stay informed
See more articles1. 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.
- 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.