Owen Craig Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Owen Craig Financial Solutions Inc.

Languages spoken: English

Area(s) served: Collingwood and surrounding area

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Who we service

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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.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

Financial planning in the Georgian Bay area

Whether you are looking for a competitive product, second opinion, or complete financial plan, we can help. As a team, we take a real and proactive interest in Client's financial future. At the end of the day, we want you to feel confident in your health and wealth future.

We work with:

pre-retirees and retirees,
business owners and professionals, and
high-net worth individuals.

Our office is in Collingwood, Ontario and we service the surrounding areas of Georgian Bay. We offer in person and virtual appointments. Contact our office to book your appointment.

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.

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.

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.

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Stay informed

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Divorce isn't just emotionally challenging — it can take a major toll on your finances too.

Some costs you may need to consider are:

- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children

If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

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Office information

Collingwood, ON

Phone:

(705) 444-5835

Email:

owen.craig@sunlife.com

Address:

150 St. Paul Street, Suite 203, Collingwood, ON, L9Y 3P2 Canada

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