Services and solutions
The Stairway team has a reputation for building and maintaining long-term Client relationships. We believe effective financial planning arrives from an engaged partnership with Clients. To stay a step ahead, the Stairway team takes an educated and integrated team approach to develop long-lasting plans. Our services include:
- Financial planning
- Retirement income planning
- Investment strategies
- Life, health and disability insurance strategies
- Group benefit strategies
- Corporate retirement strategies
- Succession planning
- Estate Planning
- Tax strategies
Business owners
![](/sites/default/files/2023-12/Product-business-owner-insurance.jpg)
Business owner insurance
![](/sites/default/files/2023-12/Product-business-benefits.jpg)
Business Benefits & Savings
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RRSPs for Business Owners
![](/sites/default/files/2023-12/Product-TFSA-business.jpg)
TFSAs for Business Owners
Family centric
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RRSP (Registered retirement savings plan)
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.
![](/sites/default/files/2023-12/Product-TFSA.jpg)
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
![](/sites/default/files/2023-12/Product-RESP.jpg)
RESPs (Registered education savings plan)†
![](/sites/default/files/2023-12/Product-term-life-insurance.jpg)
Term life insurance
![](/sites/default/files/2023-12/Product-family-health-insurance.jpg)
Personal and family health insurance
![](/sites/default/files/2024-05/Disability.jpg)
Disability Insurance
![](/sites/default/files/2024-05/CII.jpg)
Critical illness insurance
![](/sites/default/files/2023-12/Product-travel-insurance.jpg)
Travel insurance
Travel insurance can help protect you from the difficulties that come from unexpected medical expenses
![](/sites/default/files/2023-12/Product-mortgage-protection.jpg)
Mortgage protection insurance
![](/sites/default/files/2023-12/Product-dental-insurance.jpg)
Dental insurance
![](/sites/default/files/2023-12/Product-permanent-life-insurance.jpg)
Permanent Life Insurance
Looking at retirement
![](/sites/default/files/2023-12/Product-RRSP.jpg)
RRSP (Registered retirement savings plan)
It comes with tax advantages that let you save and grow your money now, while deducting your RRSP contributions from your current tax bill.
![](/sites/default/files/2023-12/Product-TFSA.jpg)
TFSA (Tax-free savings account)
Any income earned within a TFSA, including interest, dividends and capital gains is tax-free.
![](/sites/default/files/2023-12/Product-RRIF.jpg)
RRIF (Registered retirement income fund)
![](/sites/default/files/2023-12/Product-GIC.jpg)
GICs (Guaranteed investment product)**
Because of their many features, guaranteed interest products are an important component of both registered and non-registered savings plans – as well as retirement income plans.
![](/sites/default/files/2023-12/Product-LIF.jpg)
LIF (Life income fund)
![](/sites/default/files/2023-12/Product-mutual-funds.jpg)
Mutual funds†
![](/sites/default/files/2023-12/Product-segregated-funds.jpg)
Segregated funds
![](/sites/default/files/2023-12/Product-annuity.jpg)
Annuity products
![](/sites/default/files/2023-12/Product-family-health-insurance.jpg)
Personal and family health insurance
![](/sites/default/files/2024-02/LIRA.png)
LIRA (Locked-in retirement account)
![](/sites/default/files/2024-05/LTCI.jpg)
Long term care insurance
![](/sites/default/files/2023-12/Product-permanent-life-insurance.jpg)
Permanent Life Insurance
†Mutual funds distributed through Sun Life Financial Investment Services (Canada) Inc.
**Sun Life Financial Trust Inc. is the issuer of Sun GIC Max and Guaranteed Investment Certificates. Sun Life Financial Trust Inc. is a member of Canada Deposit Insurance Corporation (CDIC). An Insurance GIC is an accumulation annuity issued by Sun Life Assurance Company of Canada.
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.