New Pathways Financial Solutions
Languages spoken: English, Hindi, Punjabi
Area(s) served: Southern Ontario
Our value proposition
Our team at New Pathways works with small businesses, entrepreneurs, young families/professionals, and nearly retired people to help them achieve lifetime financial security and live healthier lives.
Our approach is to follow holistic planning in managing finances. We help Clients discover their goals and see them grow their wealth with us over a longer horizon.
Clients like to work with us because they have trust on our ability, integrity, approach, and knowledge.
We work to win your TRUST
Be Transparent in all our dealings
Be Reasonable and Responsible in all our dealings
Understanding your needs
Use Simple Language
Invest Time to help make an informed decision
Who we service
Learn more
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.
Pre-retirees and retirees
Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.
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.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Office information
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.