Services Financiers et d'Assurances John Wallace Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Services Financiers et d'Assurances John Wallace Inc.

Job title: Advisor, Sun Life

Languages spoken: English, French

Exciting update for Clients and visitors.

We are thrilled to announce that we’re transitioning our wealth management practice from Sun Life’s mutual fund dealer, Sun Life Financial Investment Services (Canada) Inc. to Sun Life’s investment dealer, Sun Life Canada Securities Inc.!

Sun Life Canada Securities Inc. delivers an elevated wealth management experience and is backed by Sun Life’s 155+ years of insurance and wealth solutions. Our deep-rooted expertise and commitment to innovation ensures Clients will have access to personalized service and sophisticated investment strategies, support to grow, protect and enhance financial wellbeing. This change allows us to offer a wider range of products and services to provide enhanced financial roadmaps and better meet Client’s needs.

During this transition period, there may be some temporary changes to the types of advice we can provide. If you want to know more about Sun Life Canada Securities Inc., please visit: http://sunlife.ca/investmentdealer.

Products and services

Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.

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.

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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Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend. 
What you get: An assessment of whether you’re saving enough to retire when and how you want.

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Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone. 

What you get: An estimate of the amount of coverage you need to protect those who depend on you

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Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.

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Office information

Montréal, QC

Phone:

(514) 866-5811 x2213

Email:

john.wallace@sunlife.com

Cell:

514-705-0062

Fax:

514-731-9782

Address:

1155 Metcalfe Street, Suite 220, Montréal, QC, H3B 2V6 Canada

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