Stepping Stone Financial Solutions Inc.
Job title: It all starts with great advice!
Languages spoken: English
Area(s) served: Winnipeg
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.
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
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-Being a trusted family or friend
-Sharing a meal together
-Expressing gratitude for their influence
It’s also a good time to check in and remind them to:
-Be cautious of unexpected requests for money or information
-Verify identities of those claiming to be relatives in need
-Report suspicious activity to authorities
Let's celebrate seniors while protecting them from fraud. Show your appreciation by showing their safety matters. Here are 10 tips to help seniors recognize common scams: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/
-Being a trusted family or friend
-Sharing a meal together
-Expressing gratitude for their influence
It’s also a good time to check in and remind them to:
-Be cautious of unexpected requests for money or information
-Verify identities of those claiming to be relatives in need
-Report suspicious activity to authorities
Let's celebrate seniors while protecting them from fraud. Show your appreciation by showing their safety matters. Here are 10 tips to help seniors recognize common scams: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/retirement-fraud-prevention/