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.
Steven Good
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.
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
Phone: 877-786-5433
Email: service@sunlife.ca
Address: 227 King Street South, Waterloo, Ontario, N2J 4C5 Canada
Steven Good
Steven Good has been a financial planner with Sun Life for over 10 years. He graduated from the University of Toronto with a Bachelor’s degree in Commerce, specializing in Finance.
As a financial planner, Steven enjoys taking the time to understand each Client’s unique situation and needs. He creates customized plans that factor in goals like saving for retirement, funding children’s education, paying off debt, and protecting assets. Through prudent investing and comprehensive financial strategies, Steven has helped many families and individuals achieve peace of mind regarding their finances.
Job Title: Financial Planner, Sun Life, CFP®
B.A.
Languages spoken: English, French
Phone: 123-456-7890
Email: steven.good@sunlife.com
Address: Waterloo, Ontario
Maria Kodama
Maria is a dedicated financial advisor specializing in tax and estate planning. With over 15 years of experience in the field, she helps Clients navigate complex financial landscapes to secure their futures and protect their assets.
Maria earned her Bachelor's degree in Finance from the University of City, and went on to complete her Master's in Taxation from a University. She is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), continuously updating her knowledge to stay ahead of changing tax laws and financial regulations.
Passionate about empowering Clients, Maria takes a personalized approach to each case, ensuring that every financial strategy aligns with her Clients' unique goals and circumstances. Her expertise in both tax optimization and estate planning allows her to provide comprehensive solutions that address immediate financial needs while also securing long-term legacies.
When she's not crunching numbers or advising Clients, Maria enjoys hiking in the great outdoors and is an avid photographer, often combining these hobbies to capture stunning landscapes. She also volunteers at a local animal shelter, finding joy in helping furry friends find their forever homes.
Job Title: Financial Planner, Sun Life, CFS, CHS™, CLU
B.A. (Finance)
Languages spoken: English, Japanese
Phone: 123-456-1234
Email: maria@sunlife.com
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