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.
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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.

For individuals

Let’s establish goals, reach goals and protect what matters most to you - together.

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.

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Stay informed

See more articles
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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.
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