Optim Financial Solutions Inc.

Call Directions Website

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 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.

October is Breast Cancer Awareness Month and we are incredibly grateful for the opportunity to support such an important...
10/16/2026

October is Breast Cancer Awareness Month and we are incredibly grateful for the opportunity to support such an important cause! This year, our team was proud to make a $1000 donation in support of breast cancer research and awareness 💗
We’re especially proud of our team member Denise and her family for taking part in the Run for the Cure and showing up to make a difference!
Together, we can help make an impact and bring hope!

What are you saving for?A home, retirement, education, emergency fund and other goals can all have different timelines a...
10/13/2026

What are you saving for?
A home, retirement, education, emergency fund and other goals can all have different timelines and tax considerations.
Instead of looking at accounts individually, it’s helpful to consider how they all fit into your bigger picture to see what accounts would suit your needs best!
At Optim, we are always here to help! Reach out to our team to chat about your goals and explore the options that may be right for you:
📞 519-780-5448
✉️ [email protected]

Happy Thanksgiving weekend from all of us at Optim Financial! 🧡🦃 🍂This Thanksgiving, we’re taking a moment to reflect on...
10/09/2026

Happy Thanksgiving weekend from all of us at Optim Financial! 🧡🦃 🍂
This Thanksgiving, we’re taking a moment to reflect on all that we have to be grateful for. The wonderful people we get to work alongside, the families and communities we’re a part of and the relationships that make what we do so meaningful!
Wishing you and your loved ones a Thanksgiving weekend filled with delicious food, great company and plenty of moments to be thankful for!

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
10/05/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals.
Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most.
Reach out to discuss how critical illness coverage can help protect your financial strategy before you need it.
📞 519-780-5448
✉️ [email protected]

Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your...
10/02/2026

Many investors spend time trying to predict what markets will do next.
Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level!
📞 519-780-5448
✉️ [email protected]

Business owners spend years building a successful company, but many give less thought to what happens when they're ready...
09/28/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next.
📞 519-780-5448
✉️ [email protected]

More golf? More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. ...
09/25/2026

More golf? More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include?
At Optim, we can help you with the right financial strategy to align with the future you envision!
📞 519-780-5448
✉️ [email protected]

As 2026 comes to a close in the next couple of months, it’s a great time to pause, review where you are and look ahead t...
09/21/2026

As 2026 comes to a close in the next couple of months, it’s a great time to pause, review where you are and look ahead to what’s next!
A year-end review is an opportunity to:
• Review your progress from the past year
• Make any important year-end adjustments
• Prepare for upcoming financial priorities
• Start the new year with greater clarity and confidence
Let us help you finish this year strong and set the stage for a successful year ahead!
📞 519-780-5448
✉️ [email protected]

Reasons that life insurance for a child can be important and something to consider:1. Future insurability – Securing cov...
09/18/2026

Reasons that life insurance for a child can be important and something to consider:
1. Future insurability – Securing coverage now while the child is young and healthy, can help protect their ability to obtain or maintain affordable coverage later. (Even if they develop health conditions that might otherwise make them uninsurable or unaffordable to insure).
2. Long-term financial planning – Some permanent insurance policies can build a cash value over time providing your child with extra funds.
3. Lower costs – Coverage purchase at a younger age may come with lower premium payments.
4. Peace of mind – For many parents, planning ahead simply helps them feel more prepared for their future and their child’s future.
These are just some of the many reasons why life insurance may be right for your child.
Reach out to learn more:
📞 519-780-5448
✉️ [email protected]

Dreaming of owning your first home? 🏡The First Home Savings Account (FHSA) can be a great tool to help you save toward y...
09/14/2026

Dreaming of owning your first home? 🏡
The First Home Savings Account (FHSA) can be a great tool to help you save toward your first home while taking advantage of valuable tax benefits!
Not sure if an FHSA is right for you or where to start? Our team at Optim can help you understand your options and create the best strategy for you to work towards your homeownership goals!
📞 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

Alerts

Be the first to know and let us send you an email when Optim 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