Walsh Financial Solutions Ltd.

Walsh Financial Solutions Ltd. A lifelong entrepreneur with two amazing children and a superhero for a wife, I understand the challenges of life.

A financial plan provides a road map to meet those challenges.

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings al...
06/05/2026

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key pers...
06/03/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/4a9EPFz

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepr...
05/19/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment wit...
04/21/2026

Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.

Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to re...
03/10/2026

Many business owners reinvest every dollar back into their business. Having a strategic plan helps you decide what to reinvest and what to set aside for your future.

Book a Sun Life One Plan conversation to map out your next steps. https://bit.ly/4rXwZWs

Business owners, are you so focused on your company that your personal finances have been put on hold? Let's work togeth...
02/12/2026

Business owners, are you so focused on your company that your personal finances have been put on hold?

Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.

Get started here > https://bit.ly/462Yqp2

01/30/2026

Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://bit.ly/4am9Iah

Take control of your financial future. Reach out today to get started!

As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that alig...
01/27/2026

As a business owner, your personal and professional finances are intertwined. Let's create a financial roadmap that aligns your business growth with your personal goals.

Reach out to discuss how we can help you build a brighter future for both you and your company.

New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person...
01/13/2026

New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you. https://bit.ly/4pFO6KB

Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement pla...
01/01/2026

Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!

https://bit.ly/4qat6gc

Address

739 D'Arcy Street, Suite 301
Cobourg, ON
K9A0H6

Opening Hours

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

Website

http://bit.ly/3FevgFo

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