Modern Concept Financial Solutions Inc.
Job title: Advisor, Sun Life
Languages spoken: English
Area(s) served: Quebec, Ontario, Novia Scotia, Saskatchewan
A Connected Financial Framework
Financial planning becomes more meaningful when you understand how every financial decision influences the next. Investments, tax strategies, retirement and estate planning are all connected and have the ability to shape your long-term trajectory.
Our role is to help you visualize how today’s financial decisions work together, bringing greater clarity, confidence and perspective to the planning process. When everything connects, you are better equipped to make informed decisions and move forward with confidence.
Who we service
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Business owners
Incorporated professionals
Pre-retirees and retirees
What Do We Mean by Modern Concept?
Modern reflects how we plan. We use advanced planning tools and a structured approach to help you understand where you are today, where you are headed and how the decisions you make today may affect what comes next.
Concept reflects how we think. Before recommendations are made, we take the time to understand your financial position, consider the possibilities and look at how one decision may affect another.
Planning always comes before products. You can explore different scenarios, understand the trade-offs and see the potential impact of your choices before deciding what makes sense for you.
We encourage purpose-driven individuals, business owners and their families to challenge the status quo, explore new possibilities and bring greater clarity to today’s decisions and tomorrow’s trajectory.
Our Commitments
Genuine
Authentic conversations. No assumptions.
Trustworthy
Clear, honest guidance with your interests in mind.
Approachable
Financial planning explained in a way that makes sense.
Knowledgeable
Thoughtful recommendations backed by experience.
Accessible
Responsive guidance and ongoing support.
Positive
Focused on possibilities, not limitations.
Our office is based in Saint-Lazare, Quebec and affiliated with Sun Life's Greater Ottawa Capital financial center in Ottawa, Ontario. We are licensed in Quebec, Ontario, Nova Scotia and Saskatchewan and offer virtual appointments for all clients. When requested, in-person meetings can be accommodated. We offer services in English primarily. Please contact our office to book your appointment.
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
Office information
