Wilson Financial Services Inc.
Job title: Financial Planner, Sun Life, CFP®, CHS™, EPC
Languages spoken: English
Area(s) served: Edmonton area
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.
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.
Mortgage protection insurance
Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.
Let's connect and start planning today. https://advisor.sunlife.ca/wilsonfinancialservice/
Let's connect and start planning today. https://advisor.sunlife.ca/wilsonfinancialservice/
How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.
Let's connect and start planning today. https://advisor.sunlife.ca/wilsonfinancialservice/
Let's connect and start planning today. https://advisor.sunlife.ca/wilsonfinancialservice/
Speaking several languages protects the aging brain: Here's how
Speaking more than one language fluently doesn’t just feel like it deeply changes the brain, it does actually affect the way a person processes information, how ‘agile’ the brain remains throughout life, and it might even improve its resilience following severe illness. Several studies now suggest that bilingualism or multilingualism can help keep the brain young.
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/wilsonfinancialservice/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/wilsonfinancialservice/
It's never too early to start. When kids learn about money young, they make smarter choices later. 💡
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/wilsonfinancialservice/
Here's how to get started:
• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate
Small money conversations today build confident adults tomorrow.
Ready to help your kids build money confidence? Reach out and let's talk about it. https://advisor.sunlife.ca/wilsonfinancialservice/
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.