SDR Insurance and Financial Serv.
Job title: Financial Planner, Sun Life, CHS™, CLU®
Languages spoken: English
Area(s) served: Ontario
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Custom financial planning
When working together, my team and I take time to listen so we can deeply understand your financial situation. Then, we can create your custom financial plan. As your life changes, your financial plan should change with it. You can count on us to be there throughout the different life stages you go through and adjust your plan to your goals as needed.
We work with:
- individuals,
- young couples,
- families,
- business owners and
- retirees.
Our office is in Richmond Hill, Ontario. For in-person appointments, my team and I service the York region. We’re happy to service the rest of Ontario virtually. Contact our office to book your appointment.
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.
Family centric
Protecting your family and setting them up for success – that's what it’s all about.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
Stay informed
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Navigating the fourth quarter and beyond
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.