Willowbank Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Ontario, Quebec
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.
Financial planning for your future
You want to grow your savings, protect your assets, and enjoy your life. Our team has the experience, expertise and real-world knowledge to create a financial plan to help you achieve those goals.
We work with:
- business owners and entrepreneurs
- new Canadians,
- millennials and families and
- pre-retirees and retirees.
Our approach begins with a thorough assessment of your financial situation, goals, and risk tolerance. Next, we’ll create a customized financial plan, including investments and insurance. Throughout our relationship, we maintain regular communications, providing updates on portfolio performance, discussing any necessary adjustments and answering questions.
Our office is in Toronto, Ontario. We offer in person appointments at our office and virtual appointments for Clients throughout Ontario and Quebec. Let us help you achieve lifetime financial security.
Contact our office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
