Sean R. Baker Financial Services
Job title: Financial Planner, Sun Life
Area(s) served: The Greater Victoria Area and Vancouver Island
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Financial planning on the West coast
A financial plan is an important roadmap to reaching your short and long-term goals. If you value the creation of a financial plan and are committed to following this action plan, you’ve come to the right place.
I work with:
- retirees
- pre-retirees
- business owners
- entrepreneurs
- families
- high-net worth individuals
When we begin working together, we’ll start by setting up a discovery meeting to discuss your goals and objectives. Then I’ll work with you to align your financial needs with a customized strategy tailored to your unique situation. Once in place, I follow up as often as required. Through the various life events that come and go, I am here to guide you. My goal is to ensure your Financial Plan receives ongoing updates as your life changes.
My office is in Victoria, British Columbia. I service the people of Vancouver Island with both in-person and virtual appointments. Contact my office to book an 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.
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.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Stay informed
See more articlesCertain terms and conditions may apply. Contact me for more information.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
