Steven Good

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

Let’s talk about your goals

Job title: Financial Planner, Sun Life, Adm.A., B. Comm (Hons), B.A., B.A. (Finance), CA, CFA, CFP®, CHS™

A.Sc., AAMS, ACAS, B.A., B.A. (Finance)

Languages spoken: English, French, German, Spanish

Area(s) served: Kitchener-Waterloo-Toronto

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Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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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

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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 covers 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.

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Stay informed

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Currency markets subdued ahead of pivotal central bank week

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Une maladie grave peut entraîner des défis financiers imprévus. C’est pourquoi une protection complète est importante, pour votre famille comme pour votre tranquillité d’esprit.

L’assurance-vie peut aider à protéger vos proches après votre décès. L’assurance maladies graves peut prévoir le versement d’une prestation forfaitaire si l’on vous diagnostique l’une des 26 maladies graves couvertes, contribuant ainsi à protéger votre bien-être financier pendant que vous vous concentrez sur votre rétablissement.

Pour une durée limitée, les clients admissibles peuvent profiter d’un rabais de 10 % à vie sur les primes de l’Assurance maladies graves Sun Life lorsqu’ils la combinent à une assurance-vie admissible. * https://conseiller.sunlife.ca/jeanbrunet/

* Certaines conditions s’appliquent.

A critical illness can bring unexpected financial challenges. That's why comprehensive protection matters — for your family and peace of mind.

Life insurance can help protect your loved ones when you're gone. Critical illness insurance can provide a lump-sum benefit if you're diagnosed with one of 26 covered serious illnesses, helping protect your financial wellbeing while you focus on recovery.

For a limited time, you may be eligible for a 10% premium discount on Sun Life critical illness insurance for life when bundled with an eligible life insurance solution. * Get in touch before December 31, 2026, to see if this offer is right for you. https://advisor.sunlife.ca/sg/

*Terms and conditions apply

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Office information

Uptown Waterloo3

Phone:

877-786-5433

Email:

service@sunlife.ca

Cell:

514-111-0000

Address:

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

Office hours:

Monday to Friday - 8:30am to 7pm

Saturday & Sunday - by appointment

*Our advisory team will be happy to meet outside of these hours by appointment .

Downtown Kitchener

Phone:

234-123-2345

Address:

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

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