Forward Motion Financial Solutions Inc.

Forward Motion Financial Solutions Inc. I educate people on how to protect what is important to them and help them realize their 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.

Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repaym...
06/23/2026

Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right go...
06/19/2026

A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
06/16/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.

https://bit.ly/4vRDcES

🔒 Myth: Money in a segregated fund is locked in. Your money can be accessed at any time; however, withdrawals will imp...
06/12/2026

🔒 Myth: Money in a segregated fund is locked in.

Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.

Get in touch to discuss whether a segregated fund is the right choice for your investments!

When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection c...
06/09/2026

When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://bit.ly/3Qth7gY

📈 Myth: Market ups and downs can derail even the best retirement plans. Sun GIF Solutions Income Series offers a guaran...
06/04/2026

📈 Myth: Market ups and downs can derail even the best retirement plans.

Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.

Let’s talk about whether Sun Life GIFs are the right choice for your retirement.

📋 Myth buster: Understanding segregated fund roles matters! The contract owner and annuitant have two different roles in...
06/01/2026

📋 Myth buster: Understanding segregated fund roles matters!

The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.

Understanding the structure unlocks the potential. Questions? I'm here to help!

You're building your future – let's help make sure it's protected. Whether you're planning for your growing family or t...
05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

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.

🔄 Myth buster: Segregated funds ≠ mutual funds.While both pool investor money for professional management, segregated fu...
05/21/2026

🔄 Myth buster: Segregated funds ≠ mutual funds.

While both pool investor money for professional management, segregated funds offer unique advantages.

Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits

Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits

Different tools for different goals. Which is right for you? Reach out and let’s discuss it.

Address

5136A 52 Avenue
Drayton Valley, AB
T7A1R9

Opening Hours

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

Telephone

+17805422976

Website

Alerts

Be the first to know and let us send you an email when Forward Motion Financial Solutions Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category