TheWorks Financial Solutions Inc.
Job title: Gear Up For Success
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.
Comprehensive financial strategies for business owners, professionals and their families
Choose TheWorks
We understand that professionals and business owners commit to their work and dedicate themselves to their families - just like us. These two significant aspects of life are like gears. Two integral moving parts working together to achieve a certain speed, requiring attention and maintenance to stay on track. To support your lifestyle and the people you care about, you need a solid comprehensive working plan in place. This plan will maximize security for your career and family. We help gear up your efforts and build a comprehensive financial plan with you.
We design your plan to help guide the direction of our financial advice. We do this by identifying your unique goals. We will build bridges to connect gaps in where you currently are, and where you want to be. The plan becomes the guide to measure the success. We’ll track your goals, while at the same time, capturing changes in goals as they transform over time.
Whether you are a professional focused on retirement and protecting your family or a business owner wanting to achieve more for your employees, you can expect our team to help you gear up for success.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Why we are different
We established TheWorks by the merging of two reputable, respected advisors. We realized that we share the same work ethic and dedication to Clients. We also happen to be good friends. After years of a strong friendship, it began to make a lot of sense to join forces. By combining teams, TheWorks provides even more value with an enhanced level of service. Our advisors each bring something special to the table while sharing the same commitment to Clients.
Our team has 50 years of combined experience in the financial services industry. We focus on a customized process. This process is designed to get you into action by uncovering goals and producing a long-term strategy. We help you gear up for your retirement success while providing an unparalleled Client experience. It is time to experience TheWorks.
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Let’s assess where you’re at and build a strategy that helps you reach your goals.
Let’s assess where you’re at and build a strategy that helps you reach your goals.
Insurance goes beyond protecting your business, it also serves as a valuable tool for tax and estate planning.
Some of the many advantages include:
- accumulating cash value tax-free
- typically providing significant financial relief to your beneficiaries tax-free
- helps ensure liquidity without forcing the sale of business assets or other properties
Navigating these options can seem complex, but we can help. Connect with our team today, and let's explore how insurance can help secure your legacy.
https://advisor.sunlife.ca/theworks/
519-969-1133
Office information
