Steve Sutherland - Advisor, Sun Life

Steve Sutherland - Advisor, Sun Life Set goals, save for the future, manage the risks. It takes careful planning to achieve your goals and protect yourself in case the unexpected occurs.

Life is filled with unexpected events that could dramatically affect your lifestyle and retirement goals – a financial emergency, health crisis or if you (or someone you love) dies young. This is where I can help. I work with clients like you to create a customized financial security plan based on your needs, goals and risk tolerance, to address one or more of four key areas:
• Financial security

for your family when you die
• Protection in case you become seriously ill or can’t work because of a disability
• Retirement planning
• Ensure you have funds for a rainy day (liquidity)

To do so I’ll need to:
• Gain a clear understanding of your goals and dreams
• Look at your situation and identify any gaps
• Build a plan to help you achieve both long and short-term goals
• Review your financial security plan regularly to make sure it meets your changing needs. Financial security means having control over your money and focusing on what matters to you, not just your pocketbook. Through comprehensive analysis, in-depth market research and the support of Sun Life’s team of highly qualified specialists, we can work together to achieve your financial security for today and for tomorrow. Are you ready to take the next step towards planning your financial future? Contact me today.

Address

Stipley Neighbourhood
Hamilton, ON

Telephone

+19055167316

Website

Alerts

Be the first to know and let us send you an email when Steve Sutherland - Advisor, Sun Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Steve Sutherland - Advisor, Sun Life:

Shortcuts

Share

Category

Achieve your financial freedom for life

Life’s filled with unexpected events that could dramatically affect your lifestyle and retirement goals – a financial emergency, health crisis or if you (or someone you love) dies young. It takes careful planning to achieve your goals and protect yourself in case the unexpected occurs.

This is where I can help. I work with clients like you to create a customized financial security plan based on your needs, goals and risk tolerance, to address four key areas:


  • Financial security for your family when you die

  • Protection in case you become seriously ill or can’t work because of a disability