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.

 

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