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.

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!

A Tax-Free Savings Account can be used for so much more than short-term savings.It can help with:• retirement savings• i...
05/12/2026

A Tax-Free Savings Account can be used for so much more than short-term savings.
It can help with:
• retirement savings
• investing tax-free
• saving for major purchases
• building long-term wealth

If you're not fully using your TFSA contribution room, we can help you make the most of it.
📞 519-780-5448
✉️ [email protected]

Happy Mother’s Day! 💐
05/10/2026

Happy Mother’s Day! 💐

Congratulations to all the new graduates! 🎓As you step into the next stage of life, building good financial habits early...
05/04/2026

Congratulations to all the new graduates! 🎓
As you step into the next stage of life, building good financial habits early can make such a big difference in your future.
Let us help guide you to reach your goals and financial dreams!
📞 519-780-5448
✉️ [email protected]

In times of uncertainty, it’s more important than ever to protect your business, your employees and your income. Let’s c...
05/01/2026

In times of uncertainty, it’s more important than ever to protect your business, your employees and your income.
Let’s chat about some strategies that can help you feel confident in your business's future.
📞 519-780-5448
✉️ [email protected]

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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