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• One-on-one working relationship with an experienced financial planner
• Customized planning geared to your age, stage and complexity of needs
• Regular reviews and ongoing holistic advice on an as-needed basis
• Consulting on your group benefits and workplace savings plans
• Personal service from an experienced service support team
• Access to our network of professionals in the areas of tax, legal advice, trusts and estates
• A wide range of investment and insurance solutions from Canada’s leading financial service providers

• An open mind - being receptive to new ideas
• Full disclosure - the more we know about you, the better we can help make a difference
• Engagement in the financial planning process and a commitment to reaching your objectives
• Prompt responses to our questions and requests - some financial issues are time-sensitive

• We will align you with the advisor we feel is best suited to your needs. This may depend on the complexity of your situation and the capacity of our advisory team

We offer a broad suite of insurance and investment products through the Sun Life group of companies as well as from other leading Canadian financial institutions. These include: 

• Life and critical illness insurance from Sun Life, as well as GICs, segregated funds and annuities
• Mutual funds from leading firms such as Fidelity, Mackenzie, CI Investments, Sun Life Global Investments and Edgepoint, distributed by SLFISI
• Disability insurance from RBC Life Insurance Company

Fees matter, which is why they are among the factors we consider when recommending which investments are best for you. We explain how we’re paid, the cost to you, and the value you can expect in return