About

Helping you reach your health and wealth goals.

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

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

At Walsh Financial Solutions Ltd., we're committed to giving exceptional service. Because of this, we work the Estate and Financial Planning Services team at Sun Life, when necessary, to bring you the best possible service that we can.

Walsh Financial Solutions Ltd.

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.

Job Title: It all starts with great advice!

Languages spoken: English

Phone: (437) 988-5005

Email: greg.walsh@sunlife.com

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

Greg Walsh

As a lifelong entrepreneur, business owner, father and someone who has lived abroad for several years, I have a broad array of life experience. I also understand the challenges that many face whether they are a business owner or a family. Developing financial plans, no matter how simple or complex, is what motivates me. I know I’m helping each and every Client with each plan I build for them.

I'm proud of my CFP® and CLU® designations. I’ve combined my education and life experience to create a simplified process that helps Clients feel good about their future.

When I’m not working, I enjoy spending time with my amazing wife and our two kids. I’m an avid golfer and Blue Jays fan.

Job Title: Advisor, Sun Life, CFP®, CLU®

Phone: (437) 988-5005

Email: greg.walsh@sunlife.com

Danielle Zacchigna

As the Client Service Manager, I focus on putting Client’s best interests first. My goal is to make sure Clients don’t have to worry about their financial future. When working with me, you’ll notice my experience and dedication to customer service.

When I’m not working, I enjoy cooking. I also consider myself an animal activist.

Job Title: Advisor Assistant, Sun Life | Client Service Manager for Walsh Financial Solutions Ltd.

Phone: (437) 988-5005

Email: danielle.zacchigna@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.