I can help you reach your goals through a variety of services. I’ll look thoroughly at your unique situation to create a customized strategy just for you. I focus on:
- retirement planning.
- estate planning, tax sheltering strategies, preservation of your estate and income options.
- RRSP’s and tax-free savings accounts, investments.
- disability insurance to protect your largest asset, which is your ability to earn an income!
- life insurance to protect your family.
- critical illness insurance to protect you from unexpected life events.
Browse the products below to discover how I can help you reach your goals.
Investment options
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
Annuity products
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
Mortgage protection 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.
Looking at retirement
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.
RRIF (Registered retirement income fund)
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.
LIF (Life income fund)
Mutual funds†
Segregated funds
Annuity products
Personal and family health insurance
LIRA (Locked-in retirement account)
Long term care insurance
Permanent Life Insurance
**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.
†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.