Ravenwood Financial Services Ltd

Ravenwood Financial Services Ltd Corporate Page for Ravenwood Financial Services Ltd 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.

February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your h...
02/06/2026

February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.

Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Find out more. Let's connect!

Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start ea...
02/06/2026

Time flies by, and tuition costs fly sky-high. 🕰️💸 When it comes to education costs for your kid(s), it pays to start early and save consistently. Small RESP contributions can add up over time.

Want to explore how to optimize saving for your child(ren)’s education? Let's chat about creating a plan that fits your family's budget. https://bit.ly/3MrpLuj

02/03/2026

Do your include a golden retirement?

Boost your retirement savings as a couple with spousal RRSPs.

Reach out to see how spousal RRSPs can help you build a brighter future together!

Life changes, goals evolve and your estate plan should too. Whether navigating business succession, protecting family we...
02/03/2026

Life changes, goals evolve and your estate plan should too.

Whether navigating business succession, protecting family wealth or maximizing tax efficiency, we can help ensure your legacy reflects your current vision and helps protect what matters most.

Ready to review your plan? Reach out today. https://bit.ly/49Ubv6o

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement...
01/30/2026

Dreaming big for your future? Let's talk about how we help turn those dreams into reality. Whether it's early retirement or a new business venture, let's create a strategy to get you there.

Reach out to start your journey!

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/3MaRWO2

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.

01/27/2026

Did you know?

TFSAs are individual accounts, but there's a smart strategy for couples:
• You can gift funds to your spouse or common-law partner for their TFSA
• This doubles your household's tax-free savings potential
• Both accounts can grow separately, tax-free!

Reach out to see how we can help boost your family's financial future.

How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resource...
01/23/2026

How are your health goals going? Remember, small steps can lead to big changes. Your insurance plan might offer resources to keep you on track. Let's review your coverage together.

🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings str...
01/22/2026

🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

Did you know? Your TFSA can have a successor annuitant. You can name your spouse or common-law partner to take over your...
01/21/2026

Did you know?
Your TFSA can have a successor annuitant.

You can name your spouse or common-law partner to take over your TFSA after you pass away.

Key benefits:
• Maintains tax-free status of the account
• Simplifies the transfer process
• Preserves contribution room, if applicable

Reach out to discuss your estate strategy.

Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies t...
01/20/2026

Explore how alternative investments can enhance your portfolio and potentially boost returns. Let's discuss strategies tailored to your risk tolerance and goals.

Address

161 Jubilee Street
Duncan, BC
V9L1W6

Opening Hours

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

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