Financial Security Advisor in Pointe-Claire

Financial Planning - Retirement Planning - West Island

"Today is a good day to put a plan in place"

While everyone has dreams for the future, it takes a smart plan to turn those dreams into reality. Each stage of your life brings different financial needs. That is why its so important to take the right steps at the right time !

As a Sun Life Financial Advisor I can help you create a step-by-step plan for achieving your lifestyle goals. Together, we shall define your financial requirements, evaluate your options, and choose the product solutions that best meets your insurance protection, retirement planning, and wealth management needs.

Dreams begin with a plan, and I would like the opportunity to help you build a plan that is right for you. Please feel free to call or send me an e-mail so we can arrange a time to meet and dicuss your needs.

I would also extend an open invitation to review any current portfolio's you may already have in place. It is never hurts to have a second opinion !

Life Insurance

• Permanent Life Insurance
• Term Life Insurance
• Universal Life Insurance
• Mortgage Insurance

Health Insurance

• Personal Health Insurance
• Critical Illness Insurance
• Long-Term Care Insurance
• Disability Insurance

Investment Planning

• Build Your Savings
• Enjoy Your Retirement Income

Retirement Planning

• How Much Will You Need?
• Where Will It Come From?