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

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.
Serving clients in the North York, Markham, Richmond Hill and surrounding areas, we are committed to a long-term philosophy that emphasizes quality and diversification in our insurance and investment products. With a vastly growing clientele, our original clients of over 12 years still rely on us for their insurance, investment, tax and estate planning needs. Through the years we have been able to evolve and achieve significant milestones, one of them providing tax preparation and business advisory solutions for our clients through our partner Total Accounting & Financial Services. With our new partner by our side, we are able to maximize each and every return and ensure that our clients benefit from every deduction and credit available to them. By accurate and efficient tax planning, we are further enabled to manage our clients’ investments and plan their goals in life and retirement, offering them piece of mind and financial security.
It is with pleasure that I would recommend Financial Solutions Link Corp. as a qualified, efficient and knowledgeable company for all your financial needs. They really do have the solutions. I am one of their clients so can vouch that they have the intellect to reorganize your finances for the optimum return. Try them. They do not charge for consultation. Read more
The most enjoyable part of being an insurance broker is forming relationships with people. I strive to make sure that when my clients work with me, they feel they are being provided with the best coverage. My job is to help clients find insurance that reduces their risks at the most affordable prices.
Risa Andersen, Sun Life Financial Advisor, Insight for a lifetime of financial security. I have been an advisor in the insurance service industry since 2002. I am a Sun Life financial advisor. My team has a promise: to provide all current and prospective clients with ways and assistance in reducing their fears regarding their and their family’s financial future and protection. I do this be ensuring myself and my staff value our own honesty in all we do, integrity always and making sure we are always client focused. Our goal is to balance our client’s need for education on financial planning without losing focus on the objective of providing the right financial solutions to help them achieve lifetime financial security. With clients I focus on breaking down the sometimes complex issues in a manner that people can better understand. I believe that education is the key to success.
No one wants to think about needing life insurance. Truth be told, sometimes we are dealt cards that we absolutely do not want. Including insurance in your financial plan can protect your family's quality of life no matter what the future brings, and save your loved ones from financial worries in an already stressful time. My name is Jenny Tran, I am a Sun Life Advisor. Born and raised in London, Ontario. I have worked in the banking and insurance industry for over 8 years. I have a great analytical background with an Actuarial Science and Statistics degree from the University of Western Ontario. I can patiently explain concepts to you so that you have a clear understanding of our products, and balance your needs and your goals in life. Please send me a message and we can discuss how I can help!
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.
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.
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:
At World Wide Travel Insurance (a division of Maley Insurance & Financial), we provide a Full line of Travel Insurance & Health Insurance to: Snowbirds, Students, Expatriates, and Retirees. World Wide Travel Insurance is proud to broker for the major insurance companies in the Travel Insurance Industry and continues to deliver quality Insurance products to the consumer. As travel insurance specialists we offer: Full-time insurance brokers | Tour-med International/Destination Travel / Co-Operators/GMS/Manulife/Travel Underwriters/Senior Guard (and more) | Pre-existing conditions and hard to insure seniors | Single trip and annual plans | Trip cancellation insurance | Visitor to Canada Insurance/Student Plants | Unbelievable Rates!!! To help you choose the proper Travel Insurance plan that is right for you, Contact Us Today!
The owner worked with me to provide me with the insurance that I needed at an affordable cost, I will be travelling with World Wide Travel Insurance again! Read more
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