Steven Good
Job title: Financial Planner, Sun Life, Adm.A., B. Comm (Hons), B.A., B.A. (Finance), CFP®, CHS™
A.Sc., AAMS, ACAS, B.A., B.A. (Finance)
Languages spoken: English, French
Area(s) served: Kitchener-Waterloo-Toronto
Your trusted team at Sample Financial
We have the experience and insights to help your family and business achieve long-term financial security and success. Our personalized guidance empowers families like yours to protect what matters most across generations.
Who we service
Learn more
Families
High net worth and affluent
Investments
What we Value
Accountability: We believe we have a responsibility to simplify, organize and coordinate all aspects of your wealth in an exceptional manner. We want you to know that you and your family are well taken care of.
Sincerity: We believe our sincere interest in you and what matters to you is fundamental to delivering our exceptional experience. We want you to feel like you are part of our exclusive family.
Simplicity: We believe it is our responsibility in this fast-paced and complex world to help you completely simplify your wealth management. We want you to focus on the freedom to live the life you choose.
Expertise: We believe our decades of experience and professional qualifications are the foundation of the expertise we provide. We want you to trust the guidance & advice we provide.
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.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
Get to know us
The solutions team at Sample Financial works to address all your needs. The team consists of 5 specialists who each bring a unique set of skills to better serve Clients.
- A written financial plan increases confidence.
- A financial plan can jumpstart savings, even with a small amount of money.
- A financial plan can help you create an investment portfolio.
- A financial plan can lead to better habits.
Together this diverse group can offer full-service solutions that address every aspect of a Client's partnership us.
Watch this video to learn more about how we can help you.
Stay informed
See more articles#SécuritéFinancière #LaFamilleAvantTout
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Les tensions commerciales entre le Canada et les États-Unis vous inspirent peut-être des questions. Quel sera l’impact sur l’économie canadienne et vos finances?
Restez informé(e), planifiez à l'avance, nous surmonterons ces défis ensemble.
#ÉtapesDeLaVie #AssuranceVie
Certaines conditions peuvent s’appliquer. Contactez-moi pour en savoir plus.
#ÉtapesDeLaVie #AssuranceVie
Certaines conditions peuvent s’appliquer. Contactez-moi pour en savoir plus.