What we offer
Our team is here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.
Services
Business continuity & succession planning
Let’s create a plan so you don’t have to worry about what will happen to your business and your finances when you are ready to move on.
Estate & Financial planning services
Lifetime financial security. Let’s create a plan that will help take care of everything when you no longer can.
Registered savings plans

RRSP (Registered retirement savings plan)
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.

TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.

RESPs (Registered education savings plan)†

LIRA (Locked-in retirement account)
Business owners

Business owner insurance

Business Benefits & Savings

RRSPs for Business Owners

TFSAs for Business Owners
All accounts, plans and products

RRSP (Registered retirement savings plan)
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.

TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.

RESPs (Registered education savings plan)†

RRIF (Registered retirement income fund)

GICs (Guaranteed investment product)**
Because of their many features, guaranteed interest products are an important component of both registered and non-registered savings plans – as well as retirement income plans.

LIF (Life income fund)

Mutual funds†

Segregated funds

Annuity products

Whole life insurance
While some life insurance plans offer coverage for a specific amount of time, whole life insurance has no time limit because it covers you throughout your life. So you don’t have to worry about your coverage expiring or renewing your policy.

Participating life insurance

Term life insurance

Personal and family health insurance

Disability Insurance

Critical illness insurance

Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses

Mortgage protection insurance

Business owner insurance

Dental insurance

LIRA (Locked-in retirement account)

Business Benefits & Savings

RRSPs for Business Owners

TFSAs for Business Owners

Long term care insurance

Permanent Life Insurance

Universal life insurance
It offers key financial planning features such as lifelong protection that never expires and opportunities for tax-preferred savings growth.
Investment options

GICs (Guaranteed investment product)**
Because of their many features, guaranteed interest products are an important component of both registered and non-registered savings plans – as well as retirement income plans.

Mutual funds†

Segregated funds

Annuity products
†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.
**Sun Life Financial Trust Inc. is the issuer of Sun GIC Max and Guaranteed Investment Certificates. Sun Life Financial Trust Inc. is a member of Canada Deposit Insurance Corporation (CDIC). An Insurance GIC is an accumulation annuity issued by Sun Life Assurance Company of Canada.

Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.