Patkai & Son Financial Services Inc.
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.
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.
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.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
🎉 It's Small Business Week 2025! 🚀
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
🎉 It's Small Business Week 2025! 🚀
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
To all you dreamers, doers and go-getters — your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
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.