Emily Peek - Associate Advisor, Sun Life

Emily Peek - Associate Advisor, Sun Life At Optim Financial Solutions we are here to help you with your financial planning goals. I am pleased to be associated with Optim Financial Solutions Inc.

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.

From multiple accounts to properties, investments, pensions and savings/retirement goals — keeping track of the bigger p...
06/15/2026

From multiple accounts to properties, investments, pensions and savings/retirement goals — keeping track of the bigger picture can be complicated.
At Optim Financial, we create personalized strategies that bring every part of your financial life together, helping you see where you stand today and where you want to go tomorrow!
Because when everything works together, you can move forward with confidence, clarity and peace of mind!
Let’s start the conversation. Reach out today:
📞 519-780-5448
✉️ [email protected]

Saving up for your first home?Buying your first home is such an exciting milestone — and for many people, it can also fe...
06/12/2026

Saving up for your first home?
Buying your first home is such an exciting milestone — and for many people, it can also feel overwhelming at times. There are so many moving parts, from saving for a down payment to understanding what options are available along the way.
One tool that can make a big difference for first-time buyers is the First Home Savings Account (FHSA). It’s designed to help you save for your first home more efficiently by combining the benefits of a tax-free savings account with tax-deductible contributions. That means your money has more room to grow, and you may also receive tax advantages along the way — a helpful boost when you’re working toward such a big goal.
Whether you’re just starting to think about buying or you’re already actively saving, having a clear approach can make the journey feel much more manageable and confident.
If you’re curious about how the FHSA works or how it could fit into your goals, we are here to help you!
📞 519-780-5448
✉️ [email protected]

Future you will thank you for starting today! ✨Retirement planning doesn’t have to feel overwhelming. With the right gui...
06/08/2026

Future you will thank you for starting today! ✨
Retirement planning doesn’t have to feel overwhelming. With the right guidance and a strategy tailored to your goals, you can feel more confident about what’s ahead.
Whether you’re just beginning or looking to review your current plan, we’re here to help.
📞 519-780-5448
✉️ [email protected]

Health challenges can happen when we least expect them — and during difficult times, peace of mind matters most. Critica...
06/05/2026

Health challenges can happen when we least expect them — and during difficult times, peace of mind matters most.
Critical illness insurance can help ease the financial burden so you can focus on what truly matters: recovery, family and support.
Having a plan in place today can make all the difference tomorrow!
📞 519-780-5448
✉️ [email protected]

Can you believe we are halfway through the year already?Time flies – let’s finish 2026 strong!June is a great opportunit...
06/01/2026

Can you believe we are halfway through the year already?
Time flies – let’s finish 2026 strong!
June is a great opportunity to revisit:
✔️ Savings goals
✔️ Investments
✔️ Insurance coverage
✔️ Retirement planning
✔️ Cash flow and budgeting
Reach out to book a mid-year review and together we can help you stay on track with your goals and priorities:
📞 519-780-5448
✉️ [email protected]

Figuring out the right financial strategy isn't just about numbers — it's about creating the freedom and security to liv...
05/29/2026

Figuring out the right financial strategy isn't just about numbers — it's about creating the freedom and security to live the life you want!
If you'd like guidance on building that future, our team is always here to help! 😊
📞 519-780-5448
✉️ [email protected]

We are so grateful for the opportunity to volunteer at the Guelph Wellington Seniors Association! Thank you GWSA for wel...
05/25/2026

We are so grateful for the opportunity to volunteer at the Guelph Wellington Seniors Association!
Thank you GWSA for welcoming our team and for all the amazing work you do to support our community!

At the heart of everything we do are the people we serve!Thank you for choosing us to be a part of your journey, your go...
05/22/2026

At the heart of everything we do are the people we serve!
Thank you for choosing us to be a part of your journey, your goals and your future.
Your trust means so much to us and we’re truly grateful to support you and the people you care most about!
Optim is honored to be here for you 😊

Successful investing often comes down to patience and consistency! 🌱Regular contributions and a long-term mindset can ma...
05/19/2026

Successful investing often comes down to patience and consistency! 🌱
Regular contributions and a long-term mindset can make a significant difference over time.
If you'd like help building an investment strategy to reach your goals, our team would be happy to guide you!
📞 519-780-5448
✉️ [email protected]

Wishing you a peaceful long weekend filled with rest, sunshine and time with the people who matter most! 🌞 Taking care o...
05/15/2026

Wishing you a peaceful long weekend filled with rest, sunshine and time with the people who matter most! 🌞
Taking care of your future starts with taking care of yourself!

Address

294 East Mill Street, Unit 114
Elora, ON
N0B1S0

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 7pm
Wednesday 8am - 4pm
Thursday 8am - 7pm
Friday 8am - 4pm

Telephone

+15197805448

Website

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