Sibt Kazmi

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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Job title: Advisor at Sun Life, M.A.

Languages spoken: English, Punjabi, Urdu

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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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Let's work together

Sibt Kazmi is an experienced advisor with an economics background, dedicated to serving Clients from all communities, in particular the South Asian community. With a deep understanding of specific needs of business owners and professionals in fields like IT, engineering or medicine, Sibt delivers personalized guidance for business growth and retirement planning. Let Sibt help you navigate through your financial journey and achieve your goals.

Contact Sibt's office to book an appointment and get started on achieving your financial goals. Let's talk.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

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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Stay informed

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Divorce isn't just emotionally challenging — it can take a major toll on your finances too.

Some costs you may need to consider are:

- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children

If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

See more articles

Office information

500-9050 Yonge Street

Phone:

(905) 886-2200 x2224

Email:

sibt.kazmi@sunlife.com

Address:

9050 Yonge Street, Suite 500 5th floor, Richmond Hill, ON, L4C 9S6 Canada

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