Steven Good

Feel confident in your family’s future.

Helping you protect your family from the unexpected.

Let’s connect

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, Spanish

Area(s) served: Kitchener-Waterloo-Toronto

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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.

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Who we service

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Families

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

Investments

Make the most of your savings and investments. There are many different investment, income and retirement options to choose from.

Millennials

In a stage of growth? Wherever you are in life, it’s important to protect yourself and feel confident about your finances.

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

I'm here to help you with your health and wealth needs. Browse through my offerings to learn more about how I can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to me if you have any questions or are ready to get started.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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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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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You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

#SunLifeOnePlan #YourMoney

Vous avez déjà accompli tant de choses, mais le meilleur est à venir. L’outil Un Plan, simplement Sun Life aide les femmes comme vous à concilier style de vie et objectifs financiers à long terme. Élaborons ensemble une stratégie qui vous permettra d’ouvrir un monde de possibilités afin de protéger votre patrimoine. Contactez-moi dès aujourd’hui!

#UnPlanSimplementSunLife #VotreArgent

您在退休時究竟需要多少錢，取決於您的具體情況和目標。您需要支付房款嗎？您想去旅行嗎？讓我們來評估一下您的目標，以幫助確保您的財務規劃能助您達成這一目標。

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Office information

Uptown Waterloo

Phone:

877-786-5433

Email:

service@sunlife.ca

Cell:

514-111-0000

Address:

227 King Street South, Suite 516, Waterloo, Ontario, N2J 4C5 Canada

Downtown Kitchener

Phone:

234-123-2345

Address:

123 King Street, Kitchener, Ontario, N2R 1Z5 Canada

Let’s connect

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