About Us

In partnership with Sun Life Financial, we look forward to building a long-term relationship with you!

We will ensure to create a Financial Plan that suits your budget, and your specific needs.  This holistic plan will provide you with peace of mind, now and in the future.  Our team is here to help you meet specific goals.  


We are able to advise you on the following as part of your financial plan, for both your business and personal needs:


Insurance Planning:
Life Insurance
Disability Insurance
Long Term Care Insurance
Critical Illness Insurance
Health Insurance
Annuities

Investment Planning:
Personal RRSP, RESP, LIF, RIF, TFSA
Group RRSP’s
Group Pension Plans
Mutual Funds
Guaranteed Investment Certificates

Life's brighter under the sun!