Seaway Financial Solutions Group

Diversified portfolio, not diversified advice

Optimize your portfolio by bringing your assets from various financial institutions together to one place.

Seaway Financial Solutions Group

Job title: CFP®, CHS™, CLU®

Languages spoken: English, French

Area(s) served: Niagara Region and surrounding areas

Seaway Financial Solutions Group

The Seaway Canal is a 3,700 km marine highway. It is one of the most challenging feats in history. A waterway ready for the future. Are you ready for your future? We are at your side with informative and knowledgeable financial advice.

Seaway is an owner-operated financial planning firm with more than 40 years of combined investment and insurance experience. Our office is located in downtown Welland between the old and new canals.

Let's discuss how we can help you chart a course to lifetime financial independence and security.

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Who we service

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High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

Let's work together

Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.

Client Testimony

R. D. - Medical Professional - August 2025

Fortunate and grateful to have found Allan through a friend's recommendation. Building is amazing and quiet and he was able to set up an appointment for myself on short notice.

A genuine and reasonable person. Thank you Allan for all your help and what you do :)

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.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Mortgage protection insurance

Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!

Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://advisor.sunlife.ca/seaway.financial

Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://advisor.sunlife.ca/seaway.financial

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Office information

Welland, ON

Phone:

(905) 788-9966

Email:

seaway.financial@sunlife.com

Address:

707 East Main Street,, Welland, ON, L3B 3Y5 Canada

Office hours:

Monday 9am - 4pm

Tuesday 9am - 4pm

Wednesday 9am - 4pm

Thursday 9am - 4pm

Fridays 9am - 12 pm

Saturday & Sunday Closed

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