Our passion is to find root problems and bring customized solutions to people and organizations. They include professionals, families, business owners, entrepreneurs, and companies with profit and non-profit goals. With diverse backgrounds and creative approaches, we work as a team at Sun Life - Unionville Investments and Insurance Services Inc. to answer your concerns in a fruitful way.

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.

Contact us to book an appointment and get started on achieving your financial goals. Let's talk.