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
Business owners
Health insurance products
Life insurance products
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• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
