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.

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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With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.
When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.

Let’s connect to discuss your strategy.
Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options.
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Office information

Welland, ON

Phone:

(905) 788-9966

Email:

seaway.financial@sunlife.com

Address:

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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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.