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Karen Giles
Job title: Advisor at Sun Life, QAFP™, RIS, MFA-P
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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Products and services
Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.
For individuals
Let’s establish goals, reach goals and protect what matters most to you - together.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
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Retirement savings calculator
Calculate how well your retirement savings align with what you can expect to spend.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
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Life insurance calculator
Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.
What you get: An estimate of the amount of coverage you need to protect those who depend on you
What you get: An estimate of the amount of coverage you need to protect those who depend on you
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Budget calculator
Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.