Congratulations on taking steps towards your financial freedom! Our team is here to guide you through the complex financial maze that is life. With our customer first approach, it is our commitment to provide you with:
A no pressure sales environment
Personalized service, NO 1-800 #s
Continuous access to our service team
Solutions tailored to your wants, needs, and budget
Our services include the following:
INTERESTED IN LEARNING MORE?
In order to provide you with accurate information, a financial plan will need to be established. This will assist you in making your best financial decisions. The following documents may be required to help build and support this plan:
NET WORTH STATEMENT
CASH FLOW STATEMENT
NOTICE OF ASSESSMENTS
GROUP BENEFITS BOOKLET
After completing your financial plan, we will complete a thorough review of all of the information we gathered. This is to ensure you are comfortable with all aspects of the plan and we have matched your intended goals.
ALL ADVANTAGES AND DISADVANTAGES OF THE VARIOUS ALTERNATIVES
ALL COSTS / FEES
ANY RISKS INVOLVED
IF ANY RECOMMENDATIONS ARE TIME SENSITIVE
We understand financial planning is a process. If you find it is not the best time to move forward with us or the recommendations, there is no fee owed. The plan would stay on file for your future financial planning with us or it will be destroyed at your request.
We are bound by complete professional confidentiality. We will never share your personal information without your direct written consent. You can trust that any information shared with us and your personal file will be held in a secure location.
We are bound by law to act in your best interest. We will not recommend anything that is unnecessary or extravagant. Every solution going forward will be based on your individual plan.
CONFLICTS OF INTEREST
We work to make sure that we are aware of any conflict of interest that may prevent us from providing you advice. Should a conflict appear, we will bring this to your attention immediately.
USE OF THIRD PARTIES
Our scope of business is Life and Health Insurance, Group Benefits, Disability Insurance, and Wealth products. To provide the best service to you, we may need to contact one of these other professionals in the future with your consent:
SUN LIFE’S TAX SPECIALIST
SUN LIFE’S FINANCIAL PLANNER