At Sun Life, we have one goal in mind: to help our clients achieve lifetime financial security.
We do this through helping you save money, covering against life's unforeseen events, and looking at ways to grow your money. I work with clients who have never saved a dollar, to clients who just want a second look at their retirement plan. My job is not to sell you anything, but to get you to understand the importance of saving & growing your money, and protecting your health sooner than later. Our needs are constantly changing as we go through life. I am here to either give or get you the advice you need, ensure you have the right plan to meet your goals, and conduct annual reviews to ensure you are on track. Let's work together to achieve the lifestyle you want to live!
Certifications and associations
CSC accreditation, Mutual fund licensed, Life & sickness insurance licensed.
- Sun Life, Edge, Copoloff, RBC, RSA, CI investments, MFS investments, Sentry investments, Blackrock investments,
Accessibility & amenities
- Tuesday By appointment
- Wednesday By appointment
- Thursday By appointment
- Friday By appointment
- Saturday By appointment
- Sunday By appointment
- Monday By appointment