T.E.A.M. Financial Solutions

Trustworthy advice you can count on

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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.

Family centric

Protecting your family and setting them up for success – that's what it’s all about.

Affluent and legacy driven

It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.

Business owners

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

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Stay informed

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Sunlife
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.