Michael Chmilar
Job title: Financial Planner, Sun Life, RRC®, CHS™, CPCA
Languages spoken: English
Area(s) served: Kamloops, Sicamous & Shuswap area - British Columbia
How we can help
With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.
Who we service
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Business owners
Families
Incorporated professionals
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
Business owners
Health insurance products
Life insurance products
Stay informed
See more articles
What’s the difference between critical illness insurance and life insurance?
Many people understand the importance of life insurance. Fewer understand how critical illness insurance can help support them while they're still here.
Life insurance can help protect the people you love if you're no longer there to provide for them. Critical illness insurance may help provide financial support if you're diagnosed with a covered condition and need time to focus on recovery.
Understanding the difference is an important step toward building a more complete protection strategy.
Learn more about how life insurance and critical illness insurance compare and reach out if you'd like to discuss what makes sense for your situation.
https://www.sunlife.ca/en/health/critical-illness-insurance/critical-illness-insurance-vs-life-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/michael.chmilar/
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/michael.chmilar/
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/michael.chmilar/
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/michael.chmilar/