Optim Financial Solutions Inc.

Optim Financial Solutions Inc. At Optim Financial Solutions, we aim to be flexible by working with your schedule and offering you personalized options. We are Sun Life advisors.

Our planning process helps you move forward on strategies and steps to meet your financial, health and retirement needs. These are our 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 corpor

ations 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.

Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart st...
08/31/2026

Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you!
Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to help you reach your life goals.
📞 519-780-5448
✉️ [email protected]

Taking time to appreciate how far you've come can be just as important as focusing on where you're going!Celebrate your ...
08/28/2026

Taking time to appreciate how far you've come can be just as important as focusing on where you're going!
Celebrate your progress! 🎉

Meet the furry members of the Optim family! 🐶 🐱
08/24/2026

Meet the furry members of the Optim family! 🐶 🐱

Imagine looking back five, ten or twenty years from now and being grateful that you started today!Every financial journe...
08/21/2026

Imagine looking back five, ten or twenty years from now and being grateful that you started today!
Every financial journey begins with one conversation, one decision and one small step forward.
Whether your goals are big or small, taking action now can help create more opportunities down the road! No matter where you are on your financial journey, we are here to help support you every step of the way.
📞 519-780-5448
✉️ [email protected]

An RESP account helps families save for post-secondary education while benefiting from government grants for eligible co...
08/17/2026

An RESP account helps families save for post-secondary education while benefiting from government grants for eligible contributions!
Starting early, even with small amounts can make a big difference over time.
Planning ahead today can help support your child’s dreams and opportunities!
📞 519-780-5448
✉️ [email protected]

Just like the strongest trees, meaningful growth doesn’t happen overnight!Building wealth, preparing for retirement or c...
08/14/2026

Just like the strongest trees, meaningful growth doesn’t happen overnight!
Building wealth, preparing for retirement or creating financial security for your family all take time, consistency and the right strategy.
If you’re ready to take the next step toward your financial goals, we are here to help!
📞 519-780-5448
✉️ [email protected]

Time to start!Putting off important financial decisions can mean missing valuable opportunities.Whether you are trying t...
08/10/2026

Time to start!
Putting off important financial decisions can mean missing valuable opportunities.
Whether you are trying to save money, invest, or thinking about your future, taking that first step today can make a meaningful difference over time!
📞 519-780-5448
✉️ [email protected]

Retirement is such an exciting beginning of a new chapter!Whether your goals include travel, volunteering, spending more...
08/07/2026

Retirement is such an exciting beginning of a new chapter!
Whether your goals include travel, volunteering, spending more time with family or simply enjoying slower mornings – having a strategy can help turn those dreams into reality!
Let us help you prepare today for a better tomorrow.
📞 519-780-5448
✉️ [email protected]

✨ Hello August!A new month is a chance to reset, refocus and take another step toward the goals that matter most.Here’s ...
08/04/2026

✨ Hello August!
A new month is a chance to reset, refocus and take another step toward the goals that matter most.
Here’s to a wonderful month ahead!

Happy long weekend from Optim! ☀️
07/31/2026

Happy long weekend from Optim! ☀️

Address

400 Elizabeth Street
Guelph, ON
N1E2Y1

Opening Hours

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

Telephone

+15197805448

Website

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