Financial Services - Richmond Hill, Ontario, Canada
We partner with clients in long-term, trusted financial advisory relationships.We provide financial peace of mind by delivering tailored objective adviceOur MissionTo make a positive impact in the lives of our clients, primarily through a professional, one-on-one relationship with our team.Our VisionTo help our clients realize their dreams by anticipating, understanding, and meeting financial needsOur ValuesClient loyalty, professionalism, competence, commitment, integrity, work ethic, confidentiality.Our GoalTo create and implement the financial strategies that help our clients to build and protect their future, preserve what they already have, prepare for financial uncertainty, and transfer their estate in the most efficient manner possible.I am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect theofficial position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnectionAdvisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc