Clear Path Financial Solutions Inc.
We are a team dedicated to helping our clients achieve financial success. In today's world, we believe a team approach allows our organization to provide high quality information about financial products and services.
Clear Path Financial Solutions Inc.
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- developing an approach that include RRSPs, TFSAs, or RESPs,
- growing your investments through GICs, mutual funds or segregated funds,
- protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Phone: (613) 545-9660 x2209
Email: michael.menikefs@sunlife.com
Address: City Place 1, Suite 101, 1471 John Counter Boulevard, Kingston, ON, K7M 8S8 Canada
Michael Menikefs
Great meetings start with great conversations, let's have a chat about your goals and objectives! I enjoy meeting and working with clients of all age groups, location is totally up to you---it's wherever you feel at home. The plan is to work with your current budget to achieve what you want, in the time you want.... especially if we are talking about retirement.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.