Handbond Financial Solutions Inc.
Languages spoken: English, Mandarin
Area(s) served: ON, BC, SK, P.E.I.
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.
Let's work together
Dear business owners, professionals and investors:
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We deliver customized solutions and action plans to Clients. Specifically, we can help:
- Grow your investments, in a tax efficient way, through mutual funds, segregated funds, or GICs in non-registered accounts, RRSPs, TFSAs, or RESPs,
- Protect your family and business value when the unexpected happens with term life, permanent life or universal life insurance,
- Provide you with options for personal health insurance, disability insurance, critical illness insurance, or long-term care insurance,
- Offer tax, legal, retirement and estate planning services through our business partners and
- Provide workplace benefits and pension consultation for employees/shareholders, and employees.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products, as well as financial planning services.
With business practices in Ontario, British Columbia, Saskatchewan, as well as P.E.I., we have the capability and capacity to help you build and preserve your wealth. Let's talk today about how we can help you achieve financial success. Contact our office to get started.
Products and services
Business owners
Health insurance products
Life insurance products
Stay informed
See more articles
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals