SunLife Financial
203 - 19141 Ford Rd,Business details
Description
Since 1994, I have helped my clients smooth the path to achieving their financial goals.
Small business owners need health and disability benefits, succession and retained earnings strategies.
Families need investments, mortgage, life and health insurance and tax planning. Retirees need tax efficient income strategies and legacy planning. I'm able to help with all of these needs.
By creating a plan to minimize financial stress in your life, you'll have more time and energy for the people in it.
Services:
- Protect your family from the unexpected.
- Build & protect your savings.
- Build your plan for the future.
- Protect your health care options.
- Save for your goals...whatever they may be
Call today for more information!
Certifications and associations
B.A., CIM, FCSI
Categories
Language options
- English
Business hours
- Sunday By appointment
- Monday By appointment
- Tuesday By appointment
- Wednesday By appointment
- Thursday By appointment
- Friday By appointment
- Saturday By appointment