Willowbank 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.

Let’s connect

Willowbank Financial Services Inc.

Languages spoken: Cantonese, English, Mandarin

Area(s) served: Ontario, Quebec

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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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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

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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Jane McMillan

Hi, I'm Jane! Nice to meet you!

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Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/

Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap

Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/

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Office information

Toronto, ON

Phone:

(647) 255-8135

Email:

jane.mcmillan@sunlife.com

Address:

2 St. Clair Avenue West, 18/F, Toronto, ON, M4V 1L5 Canada

Office hours:

Monday: 9 a.m. - 6 p.m.

Tuesday: 9 a.m. - 6 p.m.

Wednesday: 9 p.m. - 6 p.m.

Thursday: 9 a.m. - 6 p.m.

Friday: 9 a.m. - 6 p.m.

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