Kimberly Ryan

Helping you reach your health and wealth goals.

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

Job title: Financial Planner, Sun Life, RRC®

Area(s) served: Renfrew, Petawawa, Pembroke, Cobden, Arnprior, Ottawa, Barry’s Bay, Killaloe, Golden Lake, Eganville, Denbigh, Griffith

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

I’m here to take the complicated out of your financial and insurance needs. I take an educational approach and will help you understand your options. My goal is to help you reach your goals and feel equipped in your financial knowledge going forward.

I work with:

young adults entering their career,
business owners,
entrepreneurs,
families,
pre-retirees and
retirees.

When we begin working together, I take the time to understand your financial and insurance protection needs and goals. From there, I’ll create a plan that aims to meet your needs and outlines the steps to help you reach your goals. Once you are confident in your plan, we’ll meet periodically to determine if any life changes have occurred that may impact your plan.

My office is in Renfrew, Ontario. I offer in-person and virtual appointments for Clients throughout Renfrew County and beyond. 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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Ready to take control of your retirement in just 5 minutes?

Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income

Your path to your ideal retirement begins here. Reach out to get started.

#RetirementPlanning #FinancialFuture #SunLifeOnePlan

Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/

Watch video

Is buying a home in Canada even worth it or should you just rent? | Urbanized

To rent or to buy a home in Canada? If you’re a millennial living in this country, that may be the big question in your life right now. With the Bank of Canada recently cutting its key interest rate for the third time, and housing prices in some major cities forecasted to decrease sharply by the end of the year, you may be weighing your options. Despite the softening housing market, the cost-of-living crisis persists. So, is it really worth buying a home in Canada, or are there benefits to being a renter? Daily Hive spoke with Thuy Lam, a certified financial planner and money coach based in Toronto. She offers advice-only financial planning, which means that she can remain completely objective because she’s not selling any financial products.

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Office information

Renfrew, Ontario

Phone:

(613) 433-7464

Email:

kim.ryan@sunlife.com

Address:

853 McDougall Road,, Renfrew, ON, K7V 4J9 Canada

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