Keylink Financial Solutions Corp.

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

Keylink Financial Solutions Corp.

Languages spoken: Cantonese, English, Mandarin

Area(s) served: Calgary, Edmonton, British Columbia, Manitoba, Ontario

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

Let us create a holistic financial roadmap that helps you invest in the future, secure your legacy and reach your long-term goals.

We work with:

business owners,
entrepreneurs,
families,
High-net worth individuals and
pre-retirees.

What can you expect? When working with us, we’ll set up a meeting to discuss your needs and goals, and create a strategy based on life events. We’ll follow up annually to assess your progress and make any necessary changes.

Our office is in Calgary, Alberta. We also offer virtual appointments for Clients throughout Alberta and British Columbia.

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.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

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.

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Stay informed

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Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance

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

Calgary, Alberta

Phone:

(403) 263-2929

Email:

keylink.financial@sunlife.com

Address:

1323 Centre Street NW, Suite 201, Calgary, AB, T2E 2R5 Canada

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