TLM Financial Solutions Ltd.
Job title: It all starts with great advice!
Languages spoken: English
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Who we service
Learn more
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Insurance
Protect the people you love with the right insurance plan. Get the ball rolling today.
Investments
Make the most of your savings and investments. There are many different investment, income and retirement options to choose from.
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- developing an approach that include RRSPs, TFSAs, or RESPs,
- growing your investments through GICs, mutual funds or segregated funds,
- protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
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.
Stay informed
See more articles
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget
Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.
#RemembranceDay #LestWeForget