Today is a good day to empower yourself and your family…
To think about your financial tomorrow - People with a financial plan worry less and save more.

Together, we can create a financial plan to help you:

Know where your money is going

Understand where the money will come from for your family’s changing needs

Prepare for different stages of your life

Maximize your retirement savings

Protect your hard-earned money against the unexpected

Manage your taxes

By working together as a team, I will gain a clearer understanding of what is important to you. Through open and honest communication, we will strategize the most effective ways to reach your goals and desires for the future - could be to pay for the kids’ education, travel, or start your own business - are you prepared to make them a reality? The financial decisions you make today impact how much money you have to fulfill those goals and desires. You can secure your financial future - it all starts with a plan. Sound financial planning balances your day-to-day priorities with forward-looking goals. It’s about dreams, not numbers - for now, focus on your goal, not what it will cost. A financial plan is as simple, or as complex, as you’d like. It’s up to you. Stay focused and on-track, review your plan regularly and keep it current.

As a client under my care and protection, relieving your stress is my ultimate goal. We will evaluate how to effectively:

BUILD

Spending plan: Know where your money is going and direct it to where it should go and away from where it shouldn’t.

Pension: What you can expect from the government and your employer when you retire.

Investments: e.g.) RESP, RRSP what you need to save on your own and grow it.

PROTECT

Life Insurance: Protects your family and your mortgage from the unexpected.

Health Insurance: Protects your finances and assets if you get sick.

Will and estate planning: Your family will be taken care of if you die unexpectedly.

Tax plan: Ensures you don’t pay tax unnecessarily.

ENJOY

Your short-term and long-term goals.

The results of your saving efforts.

The freedom of not having to worry.

At Sun Life Financial, our business is to help our clients achieve lifetime financial security. From Victoria to St. John’s, we’ve been serving Canadians for nearly 140 years. Our innovative technology, strong distribution network and long-standing relationships with some of Canada’s largest employers have made us an industry leader. Sun Life Financial advisors form the largest exclusive life, health and wealth insurance distribution network in Canada.

Our experience and strength allows us to provide an array of trusted products and services that put our clients and their needs first. We help individuals build savings and protect themselves and their families. We also help small and large businesses and associations protect their employees through our benefit plans and retirement options.

But we’re committed to more than great products and service. We are also committed to operating in a socially responsible way and acting as a good corporate citizen everywhere we live and do business.

Notable Facts:

• We hold numerous # 1 rankings for Canadian insurance and investment product sales, and we’re the fastest growing Defined Contribution plan provider.
• We are # 2 in overall market share in our group business, providing products to employers and associations across Canada.
• Our advisors form the largest exclusive insurance and investment product sales force in Canada.
• We have significant ownership interest in McLean Budden Limited, one of Canada’s leading investment management companies, established in 1947.