I am a Certified Financial Planner with Sun Life Financial. In life, we are bombarded with so many different choices & options. Making the right financial decisions can be difficult & at times complicated. By filtering out the noise & distractions, I will help you make the right decisions.
I listen first, because it’s about you, your life & your relationships. I will collaborate with professionals to customize & implement tax-preferred estate & financial planning strategies for you, your family or your company. I will work with you to ensure that your personal and philanthropic legacy strategies are successful.
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.
Clear Connection Brochure: http://bit.ly/1Q34VNd
Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)
Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc."more...See more text