Business District

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:

INVESTMENT PLANNING
TAX PLANNING
RETIREMENT PLANNING
ESTATE PLANNING
RISK MANAGEMENT
LIVING BENEFITS

INTERESTED IN LEARNING MORE?

FINANCIAL PLAN

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

INVESTMENT STATEMENT

GROUP BENEFITS BOOKLET

TAX RETURNS

PENSION STATEMENT

MORTGAGE STATEMENT

INSURANCE STATEMENT

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RECOMMENDATIONS

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.

CONFIDENTIALITY

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.

FIDUCIARY DUTY

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:

YOUR ACCOUNTANT

YOUR LAWYER

SUN LIFE’S TAX SPECIALIST

SUN LIFE’S FINANCIAL PLANNER

 

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