Carmen Green - Sun Life Financial Advisor

Description

From building a budget you'll actually use to maximizing your savings, I can help you reach your financial goals while protecting what's important to you.
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: Salary or income, investments and insurance amounts Pension and registered savings information Assets and debts Financial information for any business you own - Life Insurance - Disability Insurance - Critical Illness Insurance - Health Insurance - Long Term Care Insurance - Retirement Planning - Investments - Savings Plans - Education Funds - Debt Reduction Service RRSP, Retirement Planning, Dental Insurance, Health Insurance, RESP, GIC, Critical Illness Insurance, Personal Financial Planning, Long Term Care, Financial Plan, Wealth Creation, Group Benefit Packages, LIF, Retirement Strategies, Pension Planning, Retirement Income, Life Insurance, Year-End Financial Planning, Estate Planning I will work with you to help you develop a plan to meet all of your financial objectives. Contact me today for more information or to book an appointment.