Brock Vale - Advisor, Sun Life

Brock Vale - Advisor, Sun Life In a world full of complex financial products, I offer a reliable solution to enhance your financial journey in a way that you will understand.

Let's work together. Brock is a Sun Life advisor from the Kingston Area. Brock has a passion for helping others. When not helping clients, Brock and Brittany are often watching sports.

What is something that I do that I wish more people knew about?The Registered Disability Savings Plan is one of the most...
05/27/2026

What is something that I do that I wish more people knew about?

The Registered Disability Savings Plan is one of the most amazing savings opportunities for Canadians who receive the Disability Tax Credit (DTC).

I have focused on building the awareness of these accounts and have quickly seen my clients benefit from the grants & bonds!

Unlike the Education or Retirement Savings Plans (RESP / RRSP), the Disability Savings Plan can be withdrawn for anything after 10 years. I have some accounts that are being used as Education Savings, and some that will be there for when their parents are no longer able to support their needs.

How you can help the people in your life:
If you know of someone under 49, who receives the Disability Tax Credit (DTC), ask them if they have an RDSP.
If they don't, I would love to help show them the benefits and options available to them!

05/24/2026

Spent hours looking for my office keys today only to find them hiding right under the couch. 🤦‍♂️
It reminded me of how we often stress about our retirement and finances, feeling totally lost, when the guidance and solutions are already right within arm's reach. If you’re ready to stop stressing and start planning, let’s chat.

Dreaming of owning your first home? You might not know all the tools available to help you get there. From RRSP Home Bu...
05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations,...
05/15/2026

Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?

I guess you could say I had a little bit too much fun last weekend at Old Navy's Safety Event in Kingston...
05/09/2026

I guess you could say I had a little bit too much fun last weekend at Old Navy's Safety Event in Kingston...

Sun Life recently hosted a conference in Waterloo for hundreds of young financial advisors. I am proud to wear my new ja...
05/07/2026

Sun Life recently hosted a conference in Waterloo for hundreds of young financial advisors. I am proud to wear my new jacket for completing the 2nd highest amount plans in the Toronto region.

Not only did I get a new jacket, but I helped 25 families feel more confident in their finances in the first three months of 2026!

These plans ranged from couples saving to buy their first home, soon to be retirees realizing when they can retire, and retirees making sure that their estate would not go to taxes.

After nearly every meeting with one of these plans presented, I was asked "how much do I owe you now?". Odd question considering I already explained how the pay works, but these plans are free.

If you would like a clear guideline on where you are financially and what it will take to reach your goals, look no further and don't hesitate to reach out.

Brock Vale
[email protected]
613-243-0015

As my team's tryouts are coming up, it's a good time to reflect on last season.Our team faced some great competition, bu...
05/05/2026

As my team's tryouts are coming up, it's a good time to reflect on last season.

Our team faced some great competition, but there were highlights!

- Many Loyalist local hockey players got to finish their minor hockey careers still playing at Home.

- One of my players was the recipient of the Graduating Player Bursary as he heads to SLC for Civil Engineering!

I look forward to being a part of more highlights this year!

Always ready to answer the call for my clients, though I’ll probably stick to the financials and leave the firefighting ...
05/02/2026

Always ready to answer the call for my clients, though I’ll probably stick to the financials and leave the firefighting to the real pros in the City of Kingston! 🚒

Great time at the Old Navy Safety Event in Kingston today! It’s always a reminder that whether it’s a fire or a financial emergency, having the right plan in place makes all the difference.

05/01/2026

Many people worry that their financial advisor will tell them not to spend money on things that they enjoy.

That isn't what we do.

We help plan for those expenses.

04/28/2026

Always learning, always growing. 📈
It’s been an incredible few days at Sun Life’s Head Office in Waterloo for the Developing Advisors Symposium.

There are not many roles where you own your own practice, but also have access to hundreds of others who are equally committed to helping their clients and navigating similar challenges. Stepping away from the office to collaborate with this network is a great reminder of the incredible resources I have behind me to support my clients back home.

Whether it’s wealth strategies for retirees or protection planning for young families, I’m heading back to Kingston with fresh insights and a renewed energy to help you reach your goals. 🏘️💼

See you all back at the office!

Address

101-1471 John Counter Boulevard City Place 1
Kingston, ON
K7M8S8

Telephone

+1 613-243-0015

Website

https://bit.ly/Brockvale

Alerts

Be the first to know and let us send you an email when Brock Vale - 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 Brock Vale - Advisor, Sun Life:

Shortcuts

Share

Category