CA Financial Services Inc.

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CA Financial Services Inc. We connect with people to bring clarity to financial decisions that align with your values, and financial goals. I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors 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.

Have you considered how a serious illness could affect your finances while you’re still working and supporting your fami...
10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4zu0jaq

*Terms and conditions apply

What's your biggest concern when it comes to life insurance? 📊 Vote in the comments:  1- I'm not sure how much coverage ...
10/13/2026

What's your biggest concern when it comes to life insurance?

📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above

Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financia...
10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4jeOose

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Tak...
10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/3TRAbah

Business owners spend years building a successful company, but many give less thought to what happens when they're ready...
10/06/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next.

Contact us at [email protected] or 226.401.4805 to schedule an appointment with one of our advisors. https://bit.ly/4hzn6LW

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that mat...
10/02/2026

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

To schedule an appointment with one of our advisors, contact us at [email protected] or 226.401.4805
https://bit.ly/4yu6RpC

Building financial confidence doesn't always require dramatic changes. Sometimes it's as simple as automating savings, r...
10/01/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle.

Contact us today at [email protected] or 226.401.4805 to schedule an appointment with one of our advisors. https://bit.ly/4eb3ewr

Please join us in wishing Jill a Happy 2nd Work Anniversary with CA Financial Services Inc! We appreciate the sense of h...
10/01/2026

Please join us in wishing Jill a Happy 2nd Work Anniversary with CA Financial Services Inc! We appreciate the sense of humour and energy she brings to the team to always keep things fun and interesting. Here's to many more years together.

09/30/2026

Today is National Day for Truth and Reconciliation, a time to honour residential school Survivors, their families, and the children who never returned home. It is also a time to reflect on truth and reconciliation as an ongoing journey that we share.

At Sun Life, reconciliation starts with understanding and continues with our actions and commitments that extend beyond September 30. Today and every day, Indigenous perspectives and ways of knowing continue to inform how we deliver on our Purpose and strengthen relationships that are grounded in trust, respect and mutual accountability.

If you’re a survivor or family member of someone that attended residential school or day school and need support, the National Residential School Crisis line is available 24/7 at 1-866-925-4419.

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals. A busi...
09/29/2026

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://bit.ly/3TC2lpN

Address

135 Brant Avenue
Brantford, ON
N3T3H5

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 1pm

Telephone

+12264014805

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