Optim Financial Solutions Inc.
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Planning for your future
Life can be busy. Having a plan to meet our future goals can make a big difference later in life. We understand that retirement planning takes time, and as we get older our needs change.
At Optim Financial Solutions, we aim to be flexible by working with your schedule and offering you personalized options. Our planning process helps you move forward on strategies and steps to meet your financial, health and retirement needs.
We believe collaboration is key. Feel at ease knowing we’re here to work on your plan and customize it with you as needs change. Our combined knowledge and expertise helps you enhance investments and prepare for the future.
Our commitment to you
We’re committed to providing you and all Clients, a helpful and valuable service. Our goal is to make you feel comfortable and secure with your decisions through the advice we offer. We know that knowledge is the key to making well-informed choices. We work with you to create a plan that helps provide for and protect the ones you love.
Products and services
Life insurance products
Saving and budgeting
Business owners
How we work together
Making well-informed decisions can protect your family now and in the future. As retirement nears, managing your assets for a healthy and stable financial future is key. Working with Optim Financial Solutions is the first step to ensuring you can reach your goals. We’ll work together by:
- assessing you and your family’s current financial situation,
- setting practical goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
Stay informed
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✅ Staying on top of market trends and regulations so you don’t have to
✅ Holistic planning that keeps your goals front and centre
✅ Personalized advice to help ensure you stay on track
Get the value and peace of mind you deserve. Connect with us today:
📞 519-780-5448
✉️ optim@sunlife.com
✅ Staying on top of market trends and regulations so you don’t have to
✅ Holistic planning that keeps your goals front and centre
✅ Personalized advice to help ensure you stay on track
Get the value and peace of mind you deserve. Connect with us today:
📞 519-780-5448
✉️ optim@sunlife.com
Reach out today to find out all the ways to utilize your registered savings accounts.
📞 519-780-5448
✉️ optim@sunlife.com
Reach out today to find out all the ways to utilize your registered savings accounts.
📞 519-780-5448
✉️ optim@sunlife.com
Very grateful for all the fun times we get together as a team!
Very grateful for all the fun times we get together as a team!
Office information
