Strategies and solutions
Our team is renowned for fostering long-term Client partnerships through an engaged, collaborative approach. Our team develops structured and personalized financial plans that help address both quantitative and qualitative risks to goal achievement. Our services include:
- Financial planning
- Retirement income planning
- Investment strategies
- Life, health & disability insurance strategies
- Corporate retirement strategies
- Succession planning
- Estate planning
- Tax strategies
Services
Business continuity & succession planning
Let’s create a plan so you don’t have to worry about what will happen to your business and your finances when you are ready to move on.
Financial planning
A solid financial plan is important. Let’s create a plan that incorporates investment planning, tax planning, risk management and a retirement strategy.
Business owners

Business owner insurance

Business Savings

RRSPs for Business Owners

TFSAs for Business Owners
Life insurance products

Whole life insurance
While some life insurance plans offer coverage for a specific amount of time, whole life insurance has no time limit because it covers you throughout your life. So you don’t have to worry about your coverage expiring or renewing your policy.

Participating life insurance

Term life insurance

Permanent Life Insurance

Universal life insurance
It offers key financial planning features such as lifelong protection that never expires and opportunities for tax-preferred savings growth.
Saving, budgeting and investing

RRIF (Registered retirement income fund)

LIF (Life income fund)

RRSP (Registered retirement savings plan)
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.

TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.

RESPs (Registered education savings plan)†

GICs (Guaranteed investment product)**
Because of their many features, guaranteed interest products are an important component of both registered and non-registered savings plans – as well as retirement income plans.

Mutual funds†

Segregated funds

LIRA (Locked-in retirement account)

FHSA (First Home Savings Account)
†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.
**Sun Life Financial Trust Inc. is the issuer of Sun GIC Max and Guaranteed Investment Certificates. Sun Life Financial Trust Inc. is a member of Canada Deposit Insurance Corporation (CDIC). An Insurance GIC is an accumulation annuity issued by Sun Life Assurance Company of Canada.

Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.