Walsh Financial Solutions Ltd.

Helping you reach your health and wealth goals.

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

Walsh Financial Solutions Ltd.

Languages spoken: English

Area(s) served: Ontario

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.

View more options

Comprehensive financial planning

My team and I make custom financial plans for individuals, families and businesses. A financial plan is an important part in reaching your goals. With a custom financial plan in place, you’ll feel confident in your financial future. You’ll be able to make important decisions with ease.

We focus on building strong relationships with Clients built on trust and understanding. We know that to create a thorough financial plan we must deeply understand your situation, needs and goals. That’s why we take the time to get to know you.

Our office is in Cobourg, Ontario. Contact us to book your appointment.

Preparing for your meeting

We are excited to work with you to get started on reaching your goals. Kindly have the following ready for our initial meeting:

Recent Notice of Assessments (NOA)
Investment statements
Employer retirement benefits (details of matching provisions)
Employer health benefits (details of life insurance and long-term disability coverage)
Details of any debts (including interest rates and monthly payments)
Financial information for any business you may own
Monthly income and expenses (please let us know if you would like a template to help with this).

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 and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

Learn more

Stay informed

See more articles

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡

Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

📈💰 Unlock the potential of your capital, maximize returns, and pave the way to achieving your financial dreams. Let's get you there. #FinancialGrowth #InvestSmart

Four tax-saving moves that must be made before year’s end: Dale Jackson

Four tax-saving moves that should be considered before year’s end

Read article

See more articles

Office information

Cobourg, ON

Phone:

(437) 988-5005

Email:

greg.walsh@sunlife.com

Address:

739 D'Arcy Street, Suite 301,, Cobourg, ON, K9A 0H6 Canada

Office hours:

8:00 a.m.- 4:30 p.m.

Let's connect

All fields below are required unless labeled optional.

First Name

Last Name

Preferred Contact Method

Email

Phone

Email Address

Phone Number

Optional

Optionnel

Message

0 of sur 500

Optional

Optionnel

Yes I’d like to receive emails from Sun Life and this advisor. I understand I can unsubscribe at any time.

By providing your contact information you agree to send your information to Sun Life Canada who agrees to use it according to their privacy policy and that Sun Life can contact you from time to time by phone, email, text and regular mail. You can unsubscribe at any time. To find out more about our privacy practices, visit privacy.