Andrew Baxter - Sun Life Financial Associate Advisor

09/13/2019

Protect your growing family with life insurance.

Contact me to get covered today.
Email: [email protected]
Phone: 519-747-0058

Don't put it off any longer, get it done today. Setting it up is easy, and you are covered instantly.

Or book an appointment directly in my calendar by clicking the link below:
https://fb.com/book/840082866327483/

09/11/2019

Have a professional Sun Life Advisor manage your RRSP.

Studies show that people who work with a professional financial advisor achieve 2x more assets (on average) by the time they reach retirement.


Working with an advisor means you get:

- a team of experts to help you pick the right investments
- active management of your money
- a financial plan to help you achieve your goals
- regular reviews and updates to your financial plan
- warm and friendly client service


Want to know more?

Book a phone call with me by clicking on the link below.
https://fb.com/book/840082866327483/




See full study here:https://cicero-group.com/wp-content/uploads/2014/08/HSBC-Future-of-Retirement-A-new-reality.pdf

09/04/2019

Cancer survivors can get Cancer Insurance.


What is Cancer Insurance?


It’s simply another name for Critical Illness Insurance.

Critical Illness Insurance provides a tax free payout upon diagnosis of a covered illness, such as:

Cancer
Heart Attack
Stroke
Heart surgery (coronary artery bypass)

You can do whatever you want with the lump-sum payout. Most people use it to cover time off work, medical expenses, or rehabilitation costs. Simply put, so your focus can be on your recovery.

How do you qualify?

You have two options.

Option 1: You complete a health questionnaire and have a medical exam done. Our underwriting team will evaluate your results and decide if you qualify.

Option 2: You answer 6 basic questions over the phone. No medical exam is required. Almost everyone qualifies this way.

But what if you stay healthy and never need to make a claim?

If you have the coverage for long enough and never need to make a claim, you can be refunded up to 100% of your premiums paid. (depending on which option you choose when you start the policy).

Want to know more?

Give me a call or send me an email. I am happy to help.

Phone: 519-747-0058 ext. 211

Email: [email protected]

Have a great day!

05/02/2019

Do you know what your monthly income will be in retirement?

What if you live to age 90, or beyond? Will your savings still be enough?

What about taxes? What about inflation?

Which part of your retirement savings you should tap into first? (there are over 479 million different ways to do it!)

Many people overlook these things in their retirement, and as a result, they run out of money too early.

Don’t be one of those people.

A financial road map can answer all of these questions for you, so you can have a clearer picture of your retirement.

A financial road map will show you exactly what you need to do now to make the income you want when you retire.

I will help you build your very own financial road map, and make sure you understand it all.

I want you to have confidence in your future and your retirement.

Don’t miss out on a free personalized financial road map. Get started on yours by booking a strategy phone call with me.

Click on the link below⬇️ to book your phone call.

https://fb.com/book/840082866327483/

Or get in touch with me directly.

Phone: 519-747-0058 ext 211 (or ask for Andrew)
Email: [email protected]

04/24/2019

Is your pension with Sun Life?

Are you wondering what options you will have when you retire?

I can help you make sense of it all. .

Book a phone call with me by clicking on the link below, and we can discuss all your options, and determine what strategy is best for you.

Click here⬇️ to book a phone call.
https://fb.com/book/840082866327483/

Or get in touch with me directly.

Phone: 519-747-0058 ext.211 (or ask for Andrew)

Email: [email protected]

04/16/2019

Many people we see are taking too much risk for too little return on their investments.

Why not get a professional second look at your:
RRSP
Pension
TFSA
Non Registered Investments
etc...

Get your free portfolio comparison by clicking on the link below.

Or get in touch with me directly!

Phone: 519-747-0058 (ext.211 or ask for Andrew)

Email: [email protected]

04/09/2019

Did you know there are over 479 million different ways for a Canadian to tap into their retirement income?

Do you know the most efficient way to do so, that puts the most money in your pocket?

Do you know how your savings will be taxed when you withdraw it?

Are you saving enough now for retirement?

Have you factored inflation into your saving?

Let’s face it. The inevitable point where you choose or are forced to stop working is a very scary thought for most Canadians.

You will need a steady, lifetime income. You will need a plan to optimize that income. You will need a plan to optimize your estate.

I fully appreciate that you only have one shot at retiring the way you want.

I want to help you make a financial road map, customized specifically to you (because you’re one in 479 million!) so that you can answer all the above questions with confidence!

I want to help you make a rock-solid plan, so that “scary day” doesn’t keep you up at night anymore.

I want you to have confidence in your retirement!

Book a phone call with me by clicking on the link below.

https://fb.com/book/840082866327483/

After you select a time, please enter the best number to reach you in the “phone number” or “appointment notes” box.

This call will be all about getting to know YOU. What are your goals, what age do you want to retire, what kind of lifestyle do you want to have? etc.

Can’t wait to speak with you. 😊

Andrew

RRSP, CPP, TFSA, OAS, company pension: When and in what order you start drawing your retirement income will make a difference to your bottom line.

04/05/2019

We can help!

Get in touch with me here:
519-577-6034
[email protected]

Tom Ivaskiv made sure his money would last well into his retirement. Here’s how you can do it, too.

03/19/2019

We can help.

Book a meeting with us today.
519-577-6034
[email protected]

Careful tax and estate planning can ensure your legacy helps your children – and their children, too.

03/19/2019

We can help.

Book a meeting with us today.
519-577-6034
[email protected]

These practical tips will help ensure the money you worked so hard for goes to the people (and causes) you love – with as little stress as possible.