Life Insurance near Merchandise Building Toronto ON in Toronto, ON (504 Result(s))

Shane Whiteside CFP - I work closely with my clients to provide holistic financial advice drawing on my 18 years of experience and utilizing a team of experts available to me. We have advanced planning tools and strategies to fit the uniqueness of all our clients so they can achieve their life goals and monitor them together with a well documented financial plan.

I grew up in a big family, with scarce resources and many needs. From my personal experience and the education at school, I learned the importance of savings and the need to protect my family. I have been in the insurance and investment industry for 8 years and can offer you ways to minimize taxes, protect your family, save for your children’s education, understand your group benefits, and to make the most of your savings.

Katilyn Aitcheson is an Advisor who is licenced with Sun Life Financial. Katelyn began her Financial Planning career in Oakville in 2012. She moved back to the Stratford area in 2013 after completing her MBA. She is actively involved in the Stratford community spending her free time coaching and playing hockey as well as volunteering with several organizations including the Stratford Rotary Club and Community Living. Katelyn specializes in wealth creation, insurance and retirement planning and is currently working towards her (CFP) Certified Financial Planner designation.

Today’s uncertain global economy has many Canadians questioning their future financial well-being. At Sun Life Financial, we’ve developed a state of the art planning tool "Sun Vision Financial Analyzer". This tool literally creates a personalized financial GPS, a road map to your financial future. This process will help make sure your mind is at ease today and that you can retire with confidence. As your Sun Life Financial advisor I’m dedicated to helping you navigate these decisions and determine what makes the most sense for you. You can rest assured that I will use my expertise and experience to help you put your plan in place. It takes planning to ensure your dreams come true. This is the basis for Money for Life, Sun Life Financial’s customized approach to your financial and retirement planning. Working together I can help you create your customized plan by working through the following: