With my job I help clients achieve their goals and plan confidently for the future. Holding my license in insurance I focus largely on protection of health, but as well assist clients with investment opportunities. This overall course of action begins with an initial meeting to learn about the clients current situation and discover where they wish to see themselves. Then I take that information and put together their financial plan that takes them from where they currently are to where they want to be.
I am a Sun Life Financial advisor. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial.
A Clear Connection : your relationship with Sun Life Financial bit.ly/ClearConnection
Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)