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
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
Learn more
Families
Investments
Millennials
My Story
Building successful partnerships
Relationships can be instrumental in helping you plan their financial future effectively. Our personalized partnerships allow us to gain understanding of you unique financial situation, goals, and risk tolerance. By tailoring strategies to individual needs, we can provide targeted guidance on investment choices, retirement planning, tax optimization, and estate planning. They can also help you navigate complex financial decisions, adjust plans as life circumstances change, and stay accountable to your long-term objectives. Regular meetings and open communication ensure that you remain informed and confident in your financial journey, while our expertise helps mitigate risks and capitalize on opportunities. This personalized approach often leads to more comprehensive and successful financial planning outcomes.
Products and services
Business owners
Mortgage protection insurance
Saving, budgeting and investing
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
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- Tirez le maximum des prestations du gouvernement.
- Gérez vos retraits des REER de sorte à réduire le plus possible l’impôt.
- Envisagez de déménager dans un logement plus petit.
- Renseignez-vous sur les couvertures pour les soins de santé.
Discutons de vos options.
- Tirez le maximum des prestations du gouvernement.
- Gérez vos retraits des REER de sorte à réduire le plus possible l’impôt.
- Envisagez de déménager dans un logement plus petit.
- Renseignez-vous sur les couvertures pour les soins de santé.
Discutons de vos options.
More Canadians are counting on their homes to finance retirement: Dale Jackson
Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!
Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.
Get in touch to get started.
Script: Let's help make your freelance dreams financially sustainable