SDR Insurance and Financial Services Inc.
Job title: Financial Planner, Sun Life
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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
Where Are the Structural Opportunities in Canadian Stocks as the Central Bank Holds Steady?
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/sdr
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/sdr
