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:

1. When can you retire? 2. How much do you need to save every month/ year to achieve your goal? 3. Will your investments be safe and secure? 4. Do you have enough or too much insurance? 5. What if you or your spouse become seriously ill and cannot work? As your partner in planning, I’m focused on listening to you, understanding your needs and getting a clear picture of where you are now and where you’d like to be in the future. Planning for your financial future is about more than just savings and investments. Together we’ll look at the big picture, which takes tax strategies, education and retirement planning, and life and health protection needs into consideration. I look forward to working with you to help guide your future. I’ll follow up in the next two weeks to discuss how planning can help you build your savings, protect your family, and ultimately, retire with confidence. more... See more text