David Lester - Advisor, Sun Life

David Lester - Advisor, Sun Life Founder of Silver Path Financial Solutions Inc. I want to help you embrace retirement. Money for Life. I am a Sun Life advisor.

With 20 years experience as an advisor I offer tax efficient retirement planning and 'Money for Life.'
I love my wife, children, grandchildren and seeing the world. Sun Life looks to provide lifetime financial security for Canadians. I am focused on providing tax efficient retirement income and investment planning for those in or near retirement. These are my personal opinions and do not constitu

te 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.

Transferring wealth isn’t just about assets — it involves values, intentions and clarity. A well-structured roadmap can ...
07/15/2026

Transferring wealth isn’t just about assets — it involves values, intentions and clarity.

A well-structured roadmap can help ensure your wealth supports the people and causes that matter most to you, across generations.

Together, let’s help shape a legacy that reflects your vision using Sun Life One Plan. Get in touch to get started. https://bit.ly/4hfjEpW

07/02/2026

Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://bit.ly/3SDCBZj

06/22/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions can help support your family’s ability to keep your home secure, no matter what life brings. Let's review your coverage for peace of mind. Reach out to discuss your options today. https://bit.ly/44ajLeZ

Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and in...
06/18/2026

Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://bit.ly/4gtWVpM

When it comes to your portfolio, you don’t have to choose between growth and stability. Adding permanent life insurance...
06/09/2026

When it comes to your portfolio, you don’t have to choose between growth and stability.

Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.

For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://bit.ly/43JAEgl

When it comes to your portfolio, you don’t have to choose between growth and stability. Adding permanent life insurance...
06/09/2026

When it comes to your portfolio, you don’t have to choose between growth and stability.

Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.

For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://bit.ly/4gbpV5r

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings al...
06/04/2026

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...
06/02/2026

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/4o1r9SK

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds,...
05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada ...
05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

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Cranbrook, BC
V1C3T6

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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