Willowbank Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Ontario, Quebec
Know your way forward
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
Who we service
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Business owners
New Canadians
Pre-retirees and retirees
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
Jane McMillan
Hi, I'm Jane! Nice to meet you!
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Personal health insurance
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/jane.mcmillan/
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/jane.mcmillan/
*Terms and conditions apply
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.
📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above
Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.