About Us
As a Sun Life Financial advisor, I provide my clients with comprehensive, financial advice. You'll benefit from the information I can provide you about investments as well as life, disability and health insurance. And, if you own a business, I can provide additional knowledge about employee benefits and employee savings plans. Let's talk.
- Life insurance - So your loved ones can always depend on you.
- You can't predict the future, but you can prepare for it with insurance coverage that's right for you.
- Your mortgage may be your largest debt. What happens if your ability to pay it is impacted? Let's talk.
- Critical illness insurance - Because the only thing you should have to worry about is getting better.
- Invest in your own future with long term care insurance.
- A disability will change your life and the lives of those around you. Be prepared.
- Invest without surprises through an accumulation annuity.
- Even the squirrels are saving for the future. Start planning for your retirement today.
- You can also buy online: Personal health insurance or Health Coverage Choice (You have 60 days from the day your group coverage ends to purchase this product.)
Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
- Salary or income, investments and insurance amounts
- Pension and registered savings information
- Assets and debts
- Financial information for any business you own