Unionville Investments and Insurance Services Inc.

Languages spoken: English, French

Area(s) served: Greater Toronto Area

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Our passion is to find root problems and bring customized solutions to people and organizations.


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 through:


  1. Retirement planning: Tailored retirement plans to help individuals identify their retirement goals, create a savings strategy, and help ensure a comfortable retirement lifestyle.
  2. Investment management: Guidance on building and managing investment portfolios that align with Clients' risk tolerance, financial goals, and time horizons.
  3. Tax planning: Strategies to optimize tax efficiency, including tax-efficient investment choices, income splitting, and minimizing tax liabilities in retirement.
  4. Business succession planning: Assistance for business owners in planning the transfer or sale of their businesses to maximize value and minimize tax implications.
  5. Estate planning: Developing comprehensive estate plans and beneficiary designations, to protect and transfer wealth efficiently to future generations.
  6. Insurance analysis: Evaluating the need for life, disability, and long-term care insurance to protect against unforeseen events that could impact financial security.
  7. Risk management: Identifying and managing financial risks specific to the Client's profession or industry, including liability, professional indemnity, and key person insurance.
  8. Income optimization: Strategies to maximize retirement income from various sources, such as government benefits, company pensions, and personal savings.
  9. Debt management: Advice on managing and reducing debt, especially for business owners seeking to minimize debt load during retirement.
  10. Education and guidance: Providing ongoing education and guidance to ensure clients are well-informed and making sound financial decisions.


These services aim to address the complex financial needs and goals of professionals, business owners, and individuals transitioning into retirement. Our role is to offer personalized solutions and expert guidance to help clients achieve financial success and peace of mind.


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

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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How to make retirement savings last

How to make retirement savings last

Boost your knowledge with this helpful article.

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.
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.


Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'

Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'

Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'

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