As a Sun Life Financial planner, I believe financial planning should not be complicated for clients to understand. Financial Planning is about having awareness and forethought which enables everyone no matter the stage you are in life to strategically plan and articulate what’s your value in life and set out to achieve that. My clients enjoy working with me as their trusted advisor throughout all their life stages and I value the importance of financial freedom while its also important that my clients are having fun along the way. No matter what’s your long-term goals or short-term gaols, I 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. My products and services include and not limited to (i) developing an approach that include retirement plan and financial management through RRSPs, RRIFs, TFSA’s, RESPs, cash flow planning and the new FHSA (ii) help clients grow their investments through GICs, mutual funds or segregated funds (iii) protection/risk planning solutions such as life insurance, critical illness insurance and disability insurance, personal health insurance coverage (iv) Group insurance coverage, Group RRSP and pension plans for business owners (v) Estate planning and charitable gifting strategies including tax planning. My clientele are but not limited to Self employed, Business owners, Professionals, Pre-retired, Retired, Medical practitioners, High Net worth, multi generational family, caregivers, Young families, singles etc
