Be on Point for your Financial Goals

Pomeroy Financial Solutions Inc.

Languages spoken: English

Area(s) served: Kingston, Belleville, Brockville, Napanee, Eastern Ontario

Helping your family

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Build, Protect and Grow

At Pomeroy Financial Solutions it is our mission to direct all our attention to the financial success of those that we work with, and we do all we can to express that direction every day as we help you Build, Protect, and Grow all that is important to you.

In our Logo, and in our content, you will often see messages, that involve some education, motivation, or inspiration, and almost always one of our K9 friends. We have integrated our four-legged companions into our work because the important part that they play in our lives, and we hope to build that same level of relationship with you.

The relationship between a dog and its handler is built on Trust, Leadership, and Loyalty. A dog must Trust the handler to provide guidance, safety, and consistency, while the handler must establish strong Leadership to direct this relationship with confidence and clarity. Through training and experience, this bond strengthens, fostering deep Loyalty, where the dog and hander build a profound ability to communicate with each other. The result is a unified and unwavering dedication towards a common goal.

Similarly, we will cultivate Trust with you by demonstrating experience and acting in your best interests. Just as a handler provides Leadership to guide their partner toward success, we will lead you through complex financial decisions with knowledge and strategy. Over time, this guidance fosters Loyalty, and you will begin to see great value in our judgment and commitment to your financial well-being,. Whenever you see a Dog and their Handler working in perfect unity, we hope that you are reminded of us.

We can help you Build, Protect, and Grow all that is important to you, and know that we do it all through Trust, Leadership and Loyalty.

Products and services

I'm here to help you with your health and wealth needs. Browse through my offerings to learn more about how I can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to me 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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Trust. Leadership. Loyalty

At Pomeroy Financial, we will work with you to create a holistic and personalized plan to reach your health and financial goals together. One Plan, for you, together.

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How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.


Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.