Engineers, get a professional holistic retirement planning to ensure peace of mind for you and your familys future in 3-5 meeting
Can I ask you something? If a financial crisis hit today, would you be in danger of losing everything youve worked for?
I went through some tough times myself and almost went bankrupttwice. Once in Romania after a divorce and once after immigrating to Canada with my family and two kids in 2003. Life can teach painful lessons about money. It taught me to be the advisor who practices what he preaches.
What I preach is how to survive financial storms and even thrive. You might think that my job is to sell insurance, living benefits and investments to achieve lifetime goals. Yes, I can help you do that. Math was always my strength. That said, my most important function is to help you achieve financial independence.
Its the Bank on Yourself strategy.
Protecting everything youve worked for
Achieving lifetime financial goals like higher education or a comfortable retirement
Joining the class of independently wealthy Canadians
Teaching our kids how to do it too
In fact I enjoy helping young families with kids. They may have a small business or they may be professionals like engineers, accountants, nurses or paralegals. They may have little wealth, or a lot. Their common ambition is to build a strong financial house, with the ultimate goal of being financially independent.
The process starts with simply booking a phone call, Zoom call or an in-person meeting. Documents can be sent securely using the Docusign system and Dropbox.
I know life isnt always easy. Bank on yourself.
I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial.
A clear connection: Your relationship with Sun Life Financial
Sun Life Financial advisors are contracted with Sun Life Financial Distributors (canada) Inc. - Cash Flow planning, Retirement Planning, Child Education Planning, Life Insurance, Investments - Phone:
📞 64756937...Call - Address: 278 Westheights Drive, Kitchener, On, N2n 1j9 - Kitchener, Ontario
