Sun Life Financial
Laval
Laval
Bilingual (English / French)
As a mother of four, one with special needs, I know for a fact that it can be difficult to manage priorities. Planning for the future doesn't have to come at the expense of your current lifestyle. I have over ten years of experience with Sun Life.
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What do you love most about your job?
The best thing about being a financial advisor is to help people feel safe, relieved and see them accomplish there dreams!
What inspired you to start your own business?
My family and wanting to make a difference in other people lives.
Why should our clients choose you?
I am not only a financial advisors but also a parent. I understand that everyone has different priority's. My 10 years of experience allow me to be able to help each individual and family achieve there goals in different ways.
Can you provide your services online or remotely? If so, please add details.
Most of my services are done remotely by confidential videoconferencing or phone. No need to have a printer , all can be done electronically.
Insurance - protecting you and your family
I can help you meet your needs with a number of solutions. From a simple budget to complex strategies, I can help you build lifetime financial security by:
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance
- Providing you with options for personal health, disability insurance or critical illness insurance
Growing your investments
- RRSP : Grow your savings faster, with tax-deductible contributions.
- RESP : A great way for you to save for your child or grandchild’s post-secondary education.
- TFSA : Save money for any purpose, without paying taxes on your investment earnings.
- GIC : Protect your principal while earning a guaranteed rate of return on your investment.
Retirement income
- LIF : Convert your well-earned pension fund and start creating retirement income.
- RRIF : Reinvest your RRSP savings with these great retirement income options.
- Life annuity : With this income-generating insurance product, you will never outlive your retirement income.
Business owners
Business owner insurance can help you protect yourself, your partners and employees and your family
(Participating life insurance, Universal life insurance, Term life insurance, Disability insurance, ...)
