Tim Howard
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.
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
Business owners
Health insurance products
Life insurance products
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Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/tim.howard
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/tim.howard
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement