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
Affluent and legacy driven
Business owners
All accounts, plans and products
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
How women in Canada can start investing - MoneySense
1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
Sun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.