Michael Chmilar
Job title: Financial Planner, Sun Life, RRC®, CHS™, CPCA
Languages spoken: English
Area(s) served: Kamloops, British Columbia
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.
Proactive financial strategies
With so much information about finances and protection strategies, it can be overwhelming to figure out what’s right for you. It’s important to get personalized advice for your specific situation and goals. That’s why I’m here to assess your situation, create a plan and explain your options in a straightforward manner. I help individuals and families protect their wealth, work towards achieving their financial goals and maximizing their estate value. For business owners, I help protect their personal and corporate assets while using corporate dollars to fund their retirement in a tax efficient way.
When working together, I’ll meet with you to explain how I can help you. I’ll set expectations of the planning process, how often we’ll meet and give you different financial goals to consider. I will guide you through my recommendations. However, it will ultimately be up to you to be the decision maker when it comes to actionable items.
Building a strong professional relationship is key. I want to make sure I’m the right advisor for you. I want you to feel passionate about working together towards your goals.
My office is in Kamloops, British Columbia. I’m happy to offer in-person appointments for Clients located nearby or virtual appointments for Clients throughout British Columbia. 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 and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articlesSun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
