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
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.
Who we service
Learn more
Families
Investments
Millennials
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
Family centric
For individuals
Business owners
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.
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Certaines conditions peuvent s’appliquer. Contactez-moi pour en savoir plus.
Certain terms and conditions may apply. Contact me for more information.