Pamela Gibbons

Job title: Advisor, Sun Life

Languages spoken: English

Area served: Waterloo and surrounding areas

Custom financial strategies

Choosing an advisor that you trust is so important. I’m dedicated to earning your trust and creating a plan that helps you reach your dreams. You can rest easy knowing you’re in good hands. I work with everyone from those just starting their career or family to people looking to downsize and pass on their hard-earned money to loved ones. My top priority is to make sure you’re comfortable and have all the information you could possibly need. I believe knowledge is power. I am far from pushy, and I take pride in the work I do for Clients. To me you are not just a client - you are my friend, and friends have your back.

 

When we begin working together, I want to learn what your needs and goals are. I also want to understand what you’re looking to get from working with an advisor. From there, I’m able to help you to achieve your goals.



My office is in Waterloo, Ontario. If you would prefer to meet virtually, I’m happy to accommodate. Contact me to get started.

Products and services

Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.

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.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend.

What you get: An assessment of whether you’re saving enough to retire when and how you want.

Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.



What you get: An estimate of the amount of coverage you need to protect those who depend on you

Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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