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Financial Solutions Tailored to Your Needs

Serving business owners, high-income professionals, and families across BC, we offer comprehensive financial solutions tailored to your unique circumstances. Whether you're building wealth, protecting assets, planning for retirement, or navigating cross-border complexity, our integrated approach ensures every strategy aligns with your long-term vision. More than advisors, we are strategic partners committed to helping you move forward with confidence, freedom, and purpose.


Our Services Include:


Strategic Wealth Planning

  • Holistic financial management

  • Retirement & lifestyle planning

  • Estate & legacy strategy

  • Wealth protection & preservation


Business Owner Solutions

  • Corporate Investment strategies

  • Succession planning

  • High-income professional planning

  • Tax-efficient income strategies


Cross-Border & Specialized Planning

  • Cross-border transitions (U.S. to Canada)

  • Investment strategies for global Clients

  • Sophisticated tax planning


Protection & Risk Management

  • Corporate & personal life insurance

  • Health insurance solutions

  • Specialty insurance for business owners

  • Wealth transfer insurance

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.

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Estate & Financial planning services

Lifetime financial security. Let’s create a plan that will help take care of everything when you no longer can.

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Investment advice

Let’s create an investment portfolio that you feel confident in.

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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.

Personal and family health insurance

A policy or contract that gives you, the insured person, financial coverage to help pay for health-care needs. Depending on your policy, the insurance company pays for your covered health-care expenses. You pay the insurance company a monthly premium or fee.
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Disability Insurance

Disability insurance (DI) is a type of health insurance. It helps protect you financially by replacing a portion of your income. You receive a benefit if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.
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Critical illness insurance

Critical illness insurance (CII) is a type of health insurance. CII coverage can help Canadians or those living in Canada pay the additional costs associated with life-altering illnesses like cancer, stroke, heart attack and dementia.
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Travel insurance

Whether you’re headed outside your home province or to the other side of the world, traveling can be stressful.
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
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Dental insurance

Dental insurance, included in a personal health insurance plan from Sun Life, can help you manage dental costs including cleanings, braces, crowns and more.
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Long term care insurance

Long term care insurance from Sun Life provides an income-style benefit if you become unable to care for yourself due to aging, a serious accident, severe illness or deteriorated mental abilities.
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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.

Whole life insurance

A type of permanent life insurance that gives your beneficiaries a tax-free payment after you die (called a death benefit). Your beneficiaries can use the money from the death benefit any way they want.
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.
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Participating life insurance

Participating life insurance (also called par insurance) is a contract that offers three important features: lifetime insurance, cash-value growth and a chance to earn policy dividends.
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Term life insurance

An affordable life insurance policy that gives you financial protection for a certain period of time. If you die while your policy is still active, then your beneficiaries receive a lump-sum, tax-free payment (called the death benefit). They can use this money any way they please.
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Permanent Life Insurance

A type of life insurance policy that provides you with lifelong coverage to protect your loved ones. This coverage never expires, no matter your age or if your health changes. Permanent life insurance provides a death benefit, which is a tax-free payment your beneficiaries will get after you die.
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Universal life insurance

The most flexible types of permanent life insurance for Canadian residents.
It offers key financial planning features such as lifelong protection that never expires and opportunities for tax-preferred savings growth.
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Saving, budgeting and investing

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

RRSP (Registered retirement savings plan)

A type of savings account specially designed to help Canadians save for their retirement.
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.
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TFSA (Tax-free savings account)

A tax-free savings account (TFSA) is a registered investment account that’s designed to help Canadians save money.

Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
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RRIF (Registered retirement income fund)

An investment account that pays you income during retirement. You can transfer tax-sheltered funds from registered Canadian accounts such as RRSPs, registered pension plans and other RRIFs into a RRIF.
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GICs (Guaranteed investment product)**

Designed for people who want to protect their principal and earn a guaranteed rate of return.
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.
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LIF (Life income fund)

A registered account designed to pay you income from your locked-in pension assets. These assets can’t be taken out all at once, since a LIF is meant to provide retirement income throughout your life.
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LIRA (Locked-in retirement account)

A registered account designed to hold and invest pension assets that you and your former employers contributed to. Investments within the LIRA grow tax-deferred – this means you won’t have to pay taxes on investment growth until you withdraw funds.
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Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Business owner insurance

Whether you’re starting out or looking for ways to grow your business, business owner insurance can help you protect yourself, your partners and employees and your family.
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Business Savings

The needs of small businesses are as unique as the people running them. That’s why we’ve created a variety of savings plans with the features that matter most to businesses.
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RRSPs for Business Owners

Your business may produce surplus above what is needed for your business or personal lifestyle. You can either retain in the corporation or remove and invest personally. Maximizing your RRSPs makes sense for most business owners given a sufficient time horizon.
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TFSAs for Business Owners

Your corporation may produce surplus above what is needed for your business or personal lifestyle. If you want to save the surplus for future use TFSA’s may be a good solution, depending on your time horizon and current and future tax brackets.
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**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.

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