Benjamin Watson - Sun Life Financial Advisor

Description

As a Sun Life Financial advisor, I understand the importance of protecting your family from the unexpected while being prepared for the future. I also understand that life gets busy, leaving little time to plan for your future financial goals because you're so focussed on today. I can help take the pressure off with strategic insurance and investment solutions based on your specific needs. I'm ready to meet whenever it's convenient for you, either in my office or in the comfort of your own home.
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