As a full-service Advisor with Sun Life, I am able to offer you our entire suite of financial tools to help create a personalized financial plan while ensuring your core values create the foundation.
Sustainable and responsible investing is something that is vital to the future of our planet and can be incorporated into the foundation of achieving our short-, medium- and long-term goals.
If you would like to chat more about responsible investing, please send me an email and we can set up a time to dive deeper into the importance and explore options available to you and your family.
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
$100,000+
Individual
Institutional
MFDA
- Ontario