Mitchell Mackett

Job title: Advisor, Sun Life

Languages spoken: English

Area(s) served: All of Ontario

Financial security and a healthy life: I'm with you all the way

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Who we service

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High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Business owners general

Helping business owners take control of their finances one step at a time.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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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Stay informed

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Reality check before you retire

Reality check before you retire

Before I meet any new clients about retirement - I send out a list of things we need to understand and review before we can create a full picture-

I wanted to share a great "Retirement Reality Check" from RBC - Global Asset Management-

Where I see important things to review pre retirement/ meeting with an Advisor-

Your goals need to align with "Your reality" - Often something people forget about-

https://www.rbcgam.com/en/ca/learn-plan/retirement-resources/reality-check-before-you-retire/detail

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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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.