Sara Machen's Contact Details

Sara Machen's Company Details

Optim Financial Solutions Inc

Guelph, Ontario, Canada • 5 Employees
Financial Services

Life can be busy. Having a plan to meet our future goals can make a big difference later in life. We understand that retirement planning takes time, and as we get older our needs change.At Optim Financial Solutions, we aim to be flexible by working with your schedule and offering you personalized options. Our planning process helps you move forward on strategies and steps to meet your financial, health and retirement needs.We believe collaboration is key. Feel at ease knowing we're here to work on your plan and customize it with you as needs change. Our combined knowledge and experience helps you enhance investments and prepare for the future. 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 bit.ly/ClearConnection Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.