Tim Howard

Helping you reach your health and wealth goals.

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

Job title: Financial Planner, Sun Life, CHS™, CLU®, CFP®

Area(s) served: Belleville and surrounding areas

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

I help young families, entrepreneurs and professionals reach their goals. I know you lead a busy life and you may feel like you don’t have the time to plan for your future. I’m here so you can feel secure in your financial future while protecting what matters most to you.

I’ll take the time so you don’t have to. I listen to you and what is important to you, your family, and your business. Every client and situation is different so it is important to understand your concerns, plans, and goals. Let’s work together to create a plan that takes into account your current situation, needs and future goals.

I’m located in Belleville, Ontario and offer in-person appointments for Clients in the surrounding areas. I’m also happy to offer virtual appointments to Clients located across Ontario. Contact me to book your appointment.

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.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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.

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Stay informed

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When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.

It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

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Office information

Belleville, Ontario

Phone:

(613) 779-3940

Email:

tim.howard@sunlife.com

Address:

250 Sidney Street,, Belleville, ON, K8P 3Z3 Canada

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