SunLife Financial has advisors across the country. Jerome Bass has access to numerous estate planners, finance experts, taxation pros and more to add as much value as possible to his clientele and enjoys working with people across Ontario. Call today for a friendly conversation!
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What do you love most about your job?
Listening to my clients' goals and problems helps me bring to the fantastic and helpful advice. I love what I do because it makes an impact on what matters most - the financial security of you and your family.
What inspired you to start your own business?
I've always wanted to be an entrepreneur and I've started my own businesses in the past but I always wanted to learn the financial side of things. I knew that if I didn't know how the financials worked, the financials would get the better of me.
Why should our clients choose you?
I'm honest. If something isn't making sense I'll tell you. I'm also friendly and cheerful and always willing to lend a helping hand, it's fin to help my clients with what matters to them most!
Can you provide your services online or remotely? If so, please add details.
Both. I work a lot with Zoom but sometimes I go to in-person meetings to help out my older clientele.
What changes have you made to keep your customers safe from Covid-19?
Doing things remotely is key. I find with clients that have compromised immune systems, working exclusively through Zoom helps a lot!
Financial Planning
Fantastic financial planning for the future of you and your family. Where are you going? What are your goals? Do you want to retire early or work until 75?
I help bring suggestions to the table to reach your financial goals!
