The Financial Innovators Group Inc
At the Financial Innovators Group, our goal is to:
- Demystify financial planning for you by helping you turn ideas into solutions.
- Share our knowledge and experience through open discussion.
- Encourage you to think of the possibilities.
- Earn and maintain your trust.
- Be open and transparent with fees and charges
Plan. Build. Protect. Grow.
Let us design a blueprint for your financial future.
OUR COMMITMENT
- From your aspirations, we can help you create a blueprint based on a solid foundation of financial knowledge.
- We’ll explore your goals and assist you in drafting an actionable framework.
- We do this by identifying opportunities and strategies to mitigate financial risks.
Our process
We can help you:
- plan your financial future
- build your investment portfolio
- protect your assets
- grow your wealth
We take a comprehensive approach that uses in-depth analysis of each area of your financial life, to help you design a plan for your unique needs.
Together, we form an implementation strategy to help ensure that your goals are achievable with the best solutions available.
Ongoing monitoring with frequent reviews and adjustments when needed will help ensure that your plan continues to meet your financial needs and goals, no matter what life brings.
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.
Stay informed
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Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Thinking it's time to upgrade your investment strategy? I'd love to walk you through how Elevate Portfolio Program could support your financial goals. Every portfolio journey is unique, and I'm here to help you find the right approach.
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Reach out to schedule a quick conversation! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Not all investors are the same — so why should all portfolios be? The Elevate Portfolio Program comes with options to match your risk comfort level and timeline.
Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Not all investors are the same — so why should all portfolios be? The Elevate Portfolio Program comes with options to match your risk comfort level and timeline.
Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Let's find the portfolio that aligns with your vision for the future. https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Your portfolio deserves professional attention. The Elevate Portfolio Program features carefully selected funds from leading asset managers.
Want to learn how this can benefit your portfolio? Reach out! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Want to learn how this can benefit your portfolio? Reach out! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Your portfolio deserves professional attention. The Elevate Portfolio Program features carefully selected funds from leading asset managers.
Want to learn how this can benefit your portfolio? Reach out! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Want to learn how this can benefit your portfolio? Reach out! https://advisor.sunlife.ca/thefinancialinnovatorsgroup
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.