Ravenwood Financial Services Ltd.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Ravenwood Financial Services Ltd.

Area(s) served: Vancouver Island, British Columbia

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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Let's work together

Regardless of how close you are to retirement, it’s always important to have a plan in place. I help people prepare for retirement so they can retire their way. When we work together, I take the time to get to know you, your needs and goals. From there, I can create a comprehensive custom plan that helps you navigate your way to your retirement dreams.

My office is in Duncan, British Columbia. I’m passionate about serving the people of my community on Vancouver Island. Appointments can be held either in-person or virtually. Contact my 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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Stay informed

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Save on Sun CII now, thank yourself later! Get 3 months of premiums back for adult policies and 6 months back for children’s. Smart moves for a secure future. Offer ends June 30. #HealthInsurnace #InsuranceSavings

Certain terms and conditions may apply. Contact me for more information.

What happens when you withdraw money from your RRSP early?

1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.

If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.

How can you keep your financial goals on track during a market downturn? Start by asking yourself these three questions:

1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?

You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.

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Office information

Duncan, British Columbia

Phone:

(250) 737-3321

Email:

john.hirst@sunlife.com

Address:

161 Jubilee Street,, Duncan, BC, V9L 1W6 Canada

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