Steve Lidguard
Job title: Advisor at Sun Life, CPCA
Retiring your way
How we work together
My vision as an advisor is to empower individuals to achieve greater financial independence and success. I am committed to being a trusted partner in your financial journey. I provide tailored guidance and support based on your unique needs and circumstances.
Drawing on my own life experiences, I work to deeply understand and empathize with your perspective. I use this knowledge to guide you towards greater financial confidence and competence.
Contact my office to get the conversation started.
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.
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Stay informed
See more articles
Retirement savings calculator
FHSA: Tax-Free First Home Savings Account
